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.

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Our advisors

Sandra Matson

Associate Financial Advisor

Learn more about Sandra Matson Visit Sandra Matson's website

Sarah Reznick

CFP®, ChFC®, CRPC, CEPA®

Financial Advisor

Learn more about Sarah Reznick Visit Sarah Reznick's website


Our team

Stephanie Stambelos

Stephanie Stambelos

Client Concierge

Personal Intro

Since 2016, she has assisted the office by coordinating client meetings, managing office operations, and helping clients navigate their administrative needs. Outside of the office, Stephanie enjoys staying active with family groups in her local community. In free time, she enjoys traveling.

Roles & Responsibilities

  • Scheduling client meetings
  • Client Event Organization
  • Office managment
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