With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

Advisor photo for Joss D'Souza

Joss D'Souza

MBA, CRPC

Private Wealth Advisor

Managing Director
Learn more about Joss D'Souza Visit Joss D'Souza's website
Advisor photo for Robert Bokern

Robert Bokern

Financial Advisor

Managing Director
Learn more about Robert Bokern Visit Robert Bokern's website


Our team

Sheri Davis

Sheri Davis

Lead Client Service Associate,

Practice Manager