With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

Thais Piotrowski

CFP®, CRPC

Private Wealth Advisor

Business Financial Advisor
Learn more about Thais Piotrowski Visit Thais Piotrowski's website

Brandon Moe

Associate Financial Advisor

Insurance Specialist
Learn more about Brandon Moe Visit Brandon Moe's website

Alex Tuttle

ChFC®

Financial Advisor

Learn more about Alex Tuttle Visit Alex Tuttle's website


Our team

Denise Bordeau

Denise Bordeau

Client Service Coordinator,

Executive Assistant

Roles & Responsibilities

  • • Arranging and facilitating client appreciation events with Marketing director • Managing CEO’s calendar, emails, and phone calls • Handling routine inquiries from clients, prospects, or others and w
View more
Danielle Bonhomme-Delprato

Danielle Bonhomme-Delprato

Paraplanner