Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.


Our advisors

Advisor photo for Justin Lavender

Justin Lavender

APMA®, CRPC

Private Wealth Advisor

Learn more about Justin Lavender Visit Justin Lavender's website
Advisor photo for Chuck Waugh

Chuck Waugh

CLU®, ChFC®, APMA®

Private Wealth Advisor

Learn more about Chuck Waugh Visit Chuck Waugh's website


Our team

Beca Sealey

Beca Sealey

Operations Director

Qualifications

  • Bachelors in Business Administration, Major in Finance with a minor in financial planning and business law.
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Dinah Lazarte

Dinah Lazarte

Client Service Manager

Lori Waugh

Lori Waugh

Paraplanner

Qualifications

  • Team member since 1997
  • Licensed Paraplanner
  • Lori specializes in client service and is our office manager
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Sean Kiner

Administrative Assistant