Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.

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Our advisors

Dana Lee Felton

CFP®

Private Wealth Advisor

Franchise Owner
Learn more about Dana Lee Felton Visit Dana Lee Felton's website

Brandon Andreasen

CFP®

Financial Advisor

Learn more about Brandon Andreasen Visit Brandon Andreasen's website


Our team

Markelle Walbrun

Markelle Walbrun

Receptionist

Srishti Sharma

Srishti Sharma

Administrative Assistant