Our advisors

Tim Jefferson

Tim Jefferson

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Tim Jefferson Visit Tim Jefferson's website
Dave Ferraro

Dave Ferraro

MBA

Financial Advisor

Learn more about Dave Ferraro Visit Dave Ferraro's website
Heath Larkin

Heath Larkin

Financial Advisor

Learn more about Heath Larkin Visit Heath Larkin's website
Mike Darnell

Mike Darnell

CASL®, ChFC®

Financial Advisor

Learn more about Mike Darnell Visit Mike Darnell's website
Raul Miranda

Raul Miranda

Financial Advisor

Learn more about Raul Miranda Visit Raul Miranda's website

Tad Trantum

Financial Advisor

Learn more about Tad Trantum Visit Tad Trantum's website
Ted Macri

Ted Macri

CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about Ted Macri Visit Ted Macri's website

Our team

Laura Anderson

Client Service Manager