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 Zeina Robinson

Zeina Robinson

CFP®, MBA

Financial Advisor

Learn more about Zeina Robinson Visit Zeina Robinson's website
Advisor photo for Beth Lappin

Beth Lappin

CRPC

Private Wealth Advisor

Learn more about Beth Lappin Visit Beth Lappin's website
Advisor photo for Robert Potter

Robert Potter

MS, CFP®, CRPC

Private Wealth Advisor

Managing Director of Tru Insight Wealth Advisors
Learn more about Robert Potter Visit Robert Potter's website
Advisor photo for Scott Van Overmeer

Scott Van Overmeer

CRPC

Financial Advisor

Learn more about Scott Van Overmeer Visit Scott Van Overmeer's website
Advisor photo for Vadim Matatov

Vadim Matatov

CRPC

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Vadim Matatov Visit Vadim Matatov's website


Our team

Amanda Smith

Amanda Smith

Paraplanner

Roles & Responsibilities

  • Case Manager & Business Processor
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Danielle Jenkins

Danielle Jenkins

Client Service Coordinator

Roles & Responsibilities

  • Client Service & Scheduling
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Ellen Morency

Ellen Morency

Operations Manager

MaCara Moffit

MaCara Moffit

Administrative Assistant

Roles & Responsibilities

  • Business Processor
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Erin O'Hara-Vedolich

Erin O'Hara-Vedolich

Client Concierge