Our advisors

Matthew Godfroy

CFP®, CRPC, CLU®, ChFC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Matthew Godfroy Visit Matthew Godfroy's website

Brian Seigfried

CFP®

Financial Advisor

Learn more about Brian Seigfried Visit Brian Seigfried's website


Our team

Alda Canizares

Alda Canizares

Client Service Coordinator