Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

Advisor photo for Bob Dennis

Bob Dennis

CFP®

Financial Advisor

Vice President
Learn more about Bob Dennis Visit Bob Dennis's website
Advisor photo for Kenneth Demps

Kenneth Demps

CRPC

Private Wealth Advisor

Managing Director
Learn more about Kenneth Demps Visit Kenneth Demps's website
Advisor photo for Chad Halpin

Chad Halpin

CFP®, APMA, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Chad Halpin Visit Chad Halpin's website
Advisor photo for Lauren Keilman

Lauren Keilman

APMA

Registered Practice Associate

Learn more about Lauren Keilman Visit Lauren Keilman's website
Advisor photo for Richard F Powell

Richard F Powell

Financial Advisor

Managing Director
Learn more about Richard F Powell Visit Richard F Powell's website
Advisor photo for Sheetal Patel

Sheetal Patel

CFP®, APMA

Associate Advisor

Learn more about Sheetal Patel Visit Sheetal Patel's website


Our team

Karen Gustafson

Karen Gustafson

Lead Registered Client Service Associate,

Client Relationship Specialist