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.

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Team photo

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Our advisors

Karen Vibe

CFP®, CRPS

Private Wealth Advisor

Managing Director
Learn more about Karen Vibe Visit Karen Vibe's website

Cade Archer McCusker

APMA®

Financial Advisor

Learn more about Cade Archer McCusker Visit Cade Archer McCusker's website


Our team

Maneet Randhawa

Maneet Randhawa

Client Service Associate