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



Our advisors

Our team

Ann Kapinos

Ann Kapinos

Financial Planning Specialist

Tina Glaser

Tina Glaser

Client Relationship Manager

Natalie Rebman

Natalie Rebman

Operations Director

Nicole Somerville

Nicole Somerville

Administrative Assistant

Lisa Oysti

Administrative Assistant