In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.


Our advisors

John Piotrowski

John Piotrowski

CFP®, APMA®, CRPC®

Private Wealth Advisor

Business Financial Advisor
Learn more about John Piotrowski Visit John Piotrowski's website
Richard Holsan

Richard Holsan

Financial Advisor

Learn more about Richard Holsan Visit Richard Holsan's website
Albert Nassar

Albert Nassar

Financial Advisor

Learn more about Albert Nassar Visit Albert Nassar's website
George Fischer

George Fischer

MBA

Financial Advisor

Vice President
Learn more about George Fischer Visit George Fischer's website
Scott Gribbons

Scott Gribbons

CRPC®, APMA®

Private Wealth Advisor

Managing Director
Learn more about Scott Gribbons Visit Scott Gribbons's website

Our team

Doreen Gest

Doreen Gest

Practice Manager

Janice Leechalk

Janice Leechalk

Client Relationship Manager