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



Our advisors

Garrett Hurley

ChFC®, ChSNC®, CLU®, CPWA®, APMA

Financial Advisor

Founder of Tipping Point Wealth
Learn more about Garrett Hurley Visit Garrett Hurley's website

Danielle Giordano

LUTCF®

Financial Advisor

Managing Partner of Tipping Point Wealth
Learn more about Danielle Giordano Visit Danielle Giordano's website

Steven J Litner

ChFC®, CLU®, APMA

Financial Advisor

Learn more about Steven J Litner Visit Steven J Litner's website

Chris McIlraith

CFP®, APMA

Financial Advisor

Senior Vice President of Tipping Point Wealth
Learn more about Chris McIlraith Visit Chris McIlraith's website


Our team

Beverly Hurley

Beverly Hurley

Client Relationship Manager

Lexi Worts

Lexi Worts

Operations Manager

Xochil Buchholz

Xochil Buchholz

Executive Assistant