Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

Advisor photo for Gregory Farber

Gregory Farber

CFP®, CRPC

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Gregory Farber Visit Gregory Farber's website
Advisor photo for Andrew Carroll

Andrew Carroll

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Andrew Carroll Visit Andrew Carroll's website


Our team

LuRae Rowell

LuRae Rowell

Office Manager,

Client Relationship Manager
Carole Tuma

Carole Tuma

Financial Planning Assistant

Brittany Ashcraft

Brittany Ashcraft

Financial Planning Assistant