Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Advisor photo for Robert Allen

Robert Allen

APMA

Private Wealth Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Robert Allen Visit Robert Allen's website
Advisor photo for Kathy J Bauers

Kathy J Bauers

CDFA®, APMA

Financial Advisor

Learn more about Kathy J Bauers Visit Kathy J Bauers's website
Advisor photo for Lauren Cooper

Lauren Cooper

CFP®, BFA, CRPC, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Lauren Cooper Visit Lauren Cooper's website
Advisor photo for Nicole E Magnusson

Nicole E Magnusson

APMA, CRPC

Financial Advisor

Learn more about Nicole E Magnusson Visit Nicole E Magnusson's website
Advisor photo for Christopher Malmstrom

Christopher Malmstrom

MSFP, CRPC, APMA, CAP®, AEP®

Financial Advisor

Learn more about Christopher Malmstrom Visit Christopher Malmstrom's website
Advisor photo for James W Hayes

James W Hayes

CFP®, ChFC®, CLU®, RICP®, AEP®

Private Wealth Advisor

Learn more about James W Hayes Visit James W Hayes's website
Advisor photo for John Bradley

John Bradley

APMA, CRPC

Financial Advisor

Learn more about John Bradley Visit John Bradley's website
Advisor photo for Nicholas Kayatta

Nicholas Kayatta

APMA

Financial Advisor

Learn more about Nicholas Kayatta Visit Nicholas Kayatta's website


Our team

Lisamarie Balco

Lisamarie Balco

Client Relationship Manager

Karen Gebhart

Karen Gebhart

Business Development Specialist

Betsy Mitchell

Betsy Mitchell

Administrative Assistant

Melissa Porto

Melissa Porto

Client Relationship Manager

Alex Stiner

Alex Stiner

Financial Planning Specialist

Sean Stiner

Sean Stiner

Financial Planning Assistant

Jenna Walczak

Jenna Walczak

Operations Manager

Qualifications

View more