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Team photo

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Our advisors

Jeannine Strand

CFP®, CRPC, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Jeannine Strand Visit Jeannine Strand's website

Jay Untiedt

MBA, CFP®, RICP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Jay Untiedt Visit Jay Untiedt's website


Our team

Amanda McManus

Amanda McManus

Executive Assistant

Lyn Russell

Lyn Russell

Assistant

Sofia Costa

Sofia Costa

Client Relationship Specialist