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 C Michael Reninger

C Michael Reninger

CFP®, CPWA®, APMA

Financial Advisor

Vice President
Learn more about C Michael Reninger Visit C Michael Reninger's website
Advisor photo for Douglas Winzelberg

Douglas Winzelberg

MBA

Financial Advisor

Vice President
Learn more about Douglas Winzelberg Visit Douglas Winzelberg's website
Advisor photo for W Eliott Grigg

W Eliott Grigg

CFP®

Private Wealth Advisor

Managing Director
Learn more about W Eliott Grigg Visit W Eliott Grigg's website


Our team

Ann Jenkins

Ann Jenkins

Registered Client Service Associate