Our advisors

Peter Taafe

Peter Taafe

CFP®, BFA, CRPC®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Peter Taafe Visit Peter Taafe's website
Carol Ann Davis

Carol Ann Davis

CLTC®

Financial Advisor

Franchise Owner
Learn more about Carol Ann Davis Visit Carol Ann Davis's website

Our team

Natalie Pace

Natalie Pace

Practice Manager

Renee Cook

Renee Cook

Client Service Manager

Sasha Torgeson

Sasha Torgeson

Administrative Assistant