Our advisors

Matthew J De Vries

MBA, CFP®, AAMS

Private Wealth Advisor

Learn more about Matthew J De Vries Visit Matthew J De Vries's website


Our team

Annette McGrath

Annette McGrath

Client Service Specialist

Danelle Bunn

Danelle Bunn

Financial Planning Assistant

Andy Lien

Andy Lien

Financial Planning Assistant

Janet Hellman

Administrative Assistant