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

Scott Solomon

Private Wealth Advisor

Learn more about Scott Solomon Visit Scott Solomon's website

Steve Hanna

CRPC, APMA®

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Steve Hanna Visit Steve Hanna's website

Mandy Denton-Robb

CRPC

Associate Financial Advisor

Client Concierge
Learn more about Mandy Denton-Robb Visit Mandy Denton-Robb's website


Our team

Jacob Dugar

Client Service Coordinator

Alison Hill Langham

Client Service Coordinator

April Del Campo

Operations Manager