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



Our advisors

John E Falldin

John E Falldin

Financial Advisor

Managing Director
Learn more about John E Falldin Visit John E Falldin's website
Jim Mattson

Jim Mattson

Financial Advisor

Managing Director
Learn more about Jim Mattson Visit Jim Mattson's website
James Mattson

James Mattson

Financial Advisor

Managing Director
Learn more about James Mattson Visit James Mattson's website
Joe Falldin

Joe Falldin

APMA®

Financial Advisor

Learn more about Joe Falldin Visit Joe Falldin's website

Our team

Abby Dority

Abby Dority

Registered Client Service Associate

Personal Intro

Abby has over 16 years of experience in the financial services industry

Qualifications

  • Series 7 and Series 63 licenses

Roles & Responsibilities

  • Abby helps clients in a variety of areas, including but not limited to new accounts, funds transfers, client on-line experience and executing traders
  • Abby finds great satisfaction in providing top-notch customer service and creating a positive experience for clients
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Katie Visina

Katie Visina

Client Service Associate

Personal Intro

Katie is a mother of two sons, Max and Teddy. While Katie is not working she enjoys spending time outdoors fishing, hiking, camping, playing cards and spending quality time with her kids.

Roles & Responsibilities

  • Katie is responsible for proactively helping clients with their service and administration needs
  • Katie also supports the team by providing practice management support
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Angela Reutter

Angela Reutter

Client Service Associate

Personal Intro

Angela enjoys spending her free time in the yoga studio, traveling and volunteering with Special Olympics

Roles & Responsibilities

  • Angela is responsible for coordinating client communications as well as marketing and event planning for the team
  • Angela also works on service and administration needs for clients
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