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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

Taylor Koczur

APMA®

Financial Advisor

Learn more about Taylor Koczur Visit Taylor Koczur's website

Jay Untiedt

MBA, CFP®, CFA®, 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

Amy Untiedt

Amy Untiedt

Operations Manager