Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Linda K Bruce

CRPC

Financial Advisor

Vice President
Learn more about Linda K Bruce Visit Linda K Bruce's website

Jim Albanese

Financial Advisor

Vice President
Learn more about Jim Albanese Visit Jim Albanese's website


Our team

Natalie Anne Barber

Natalie Anne Barber

Client Service Associate