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

Advisor photo for Kerry Toporowski

Kerry Toporowski

Financial Advisor

Franchise Owner
Learn more about Kerry Toporowski Visit Kerry Toporowski's website
Advisor photo for Daniel Clark

Daniel Clark

CFP®

Financial Advisor

Learn more about Daniel Clark Visit Daniel Clark's website
Advisor photo for Jeff Romans

Jeff Romans

CRPS

Financial Advisor

Learn more about Jeff Romans Visit Jeff Romans's website


Our team

Lisa Zepeda

Lisa Zepeda

Client Relationship Manager

Kristi Schroeder

Kristi Schroeder

Client Relationship Manager

Alana Toporowski

Alana Toporowski

Administrative Assistant,

Marketing Specialist