With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.

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Team photo
Team photo

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Our advisors

Brandon Wayne

CRPC

Private Wealth Advisor

Learn more about Brandon Wayne Visit Brandon Wayne's website

Christina Wetmore

APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Christina Wetmore Visit Christina Wetmore's website

Jacob Norrid

APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Jacob Norrid Visit Jacob Norrid's website


Our team

Pam Leyden

Pam Leyden

Paraplanner

Qualifications

  • Series 7 and 63 licensed

Roles & Responsibilities

  • Prepare paperwork for new and existing clients.
  • Enter trades on daily basis including processing redemptions and check deposits.
  • Meet with clients to assist with service issues and paperwork.
  • Research account inquiries and follow up on client service issues that arise.
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Shannon Weisbrod

Shannon Weisbrod

Office Manager,

Client Service Specialist

Roles & Responsibilities

  • Prepare paperwork for new and existing clients.
  • Processes money movement requests and check deposits.
  • Meet with clients to assist with service issues and paperwork.
  • Research account inquiries and follow up on client service issues that arise.
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Sherry McCartney

Sherry McCartney

Client Service Specialist

Roles & Responsibilities

  • Scheduling Client Meetings
  • Plan Client Appreciation Events
  • Marketing
  • Client Concierge
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Danielle Wavrin

Danielle Wavrin

Business Development Director