Our advisors

Reed Pawelk

Reed Pawelk

Financial Advisor

Franchise Owner
Learn more about Reed Pawelk Visit Reed Pawelk's website
Tom Humphrey

Tom Humphrey

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Tom Humphrey Visit Tom Humphrey's website
Dan Roeschlein

Dan Roeschlein

CFP®

Financial Advisor

Learn more about Dan Roeschlein Visit Dan Roeschlein's website

Our team

Rachel Leshovsky

Rachel Leshovsky

Operations Manager

Shari Forcier

Shari Forcier

Administrative Assistant

Debbie Roeschlein

Debbie Roeschlein

Office Manager

Lynn Hastings

Lynn Hastings

Financial Planning Assistant