Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for St. Croix Shontere Wealth Management Group
Team photo for St. Croix Shontere Wealth Management Group

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Our advisors

Advisor photo for Daniel A Shontere

Daniel A Shontere

CFP®

Private Wealth Advisor

Vice President
Learn more about Daniel A Shontere Visit Daniel A Shontere's website
Advisor photo for Jeremy St Croix

Jeremy St Croix

CFP®, AAMS®, APMA®, CRPC

Branch Manager

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


Our team

Sandra Hildebrand

Sandra Hildebrand

Registered Operations Leader,

Practice Manager