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

Daniel A Shontere

CFP®

Private Wealth Advisor

Vice President
Learn more about Daniel A Shontere Visit Daniel A Shontere's website

Jeremy St Croix

CFP®, AAMS®, APMA®, CRPC

Branch Manager

Private Wealth Advisor
Learn more about Jeremy St Croix Visit Jeremy St Croix's website

John Hayes

CFP®, APMA®

Financial Advisor

Associate Vice President
Learn more about John Hayes Visit John Hayes's website


Our team

Sandra Hildebrand

Sandra Hildebrand

Registered Operations Leader,

Practice Manager