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 Bradley L Shelman

Bradley L Shelman

ChFC®, CRPC

Private Wealth Advisor

Chartered Financial Consultant®
Learn more about Bradley L Shelman Visit Bradley L Shelman's website
Advisor photo for Duane Lusson

Duane Lusson

CFP®, MSFS

Private Wealth Advisor

Learn more about Duane Lusson Visit Duane Lusson's website


Our team

Tina Shelman

Tina Shelman

Assistant

Angie Gast

Angie Gast

Client Service Manager

Jerrica Morgan

Jerrica Morgan

Client Relationship Manager,

Event Planner

Mike Masterson

Assistant

Afton Bates

Afton Bates

Client Relationship Manager

Katelyn Romano

Katelyn Romano

Client Service Specialist