Our advisors

John Murphy

John Murphy

Private Wealth Advisor

Learn more about John Murphy
Thomas Pasta

Thomas Pasta

Private Wealth Advisor

Learn more about Thomas Pasta

Our team

Evamarie Rodahaver

Evamarie Rodahaver

Client Relationship Manager

Katarina Stein

Katarina Stein

Paraplanner

Qualifications

  • CFP®
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Kevin Voelling

Kevin Voelling

Client Service Associate

Sabrina Pasta

Sabrina Pasta

Marketing Specialist

Terry Payne

Terry Payne

Financial Planning Specialist