Our advisors

Melissa L Cogswell

Associate Financial Advisor

Learn more about Melissa L Cogswell Visit Melissa L Cogswell's website

Brian L Taylor

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Brian L Taylor Visit Brian L Taylor's website

Joshua Schroder

Associate Financial Advisor

Learn more about Joshua Schroder Visit Joshua Schroder's website

Victoria Whelan

CRPC

Associate Financial Advisor

Learn more about Victoria Whelan Visit Victoria Whelan's website


Our team

M. Annette Dean

Client Service Specialist

Kelsey Kellar

Financial Planning Assistant

Sarah Stull

Administrative Assistant,

Receptionist

Shane Trowbridge

Client Service Specialist