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 Dee Wilson

Dee Wilson

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Dee Wilson Visit Dee Wilson's website
Advisor photo for Julie Smith

Julie Smith

CRPC, ChSNC®

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Julie Smith Visit Julie Smith's website


Our team

Maggie Rutenbeck

Maggie Rutenbeck

Client Relationship Manager

Qualifications

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