Our advisors

Advisor photo for Cynthia Van Dien

Cynthia Van Dien

CRPC, APMA

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Cynthia Van Dien Visit Cynthia Van Dien's website
Advisor photo for Christopher Neitz

Christopher Neitz

APMA

Private Wealth Advisor

Learn more about Christopher Neitz Visit Christopher Neitz's website
Advisor photo for Mike Keys

Mike Keys

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Mike Keys Visit Mike Keys's website
Advisor photo for Jim Keys

Jim Keys

APMA

Financial Advisor

Learn more about Jim Keys Visit Jim Keys's website
Advisor photo for Nicholas DAngelo

Nicholas DAngelo

APMA

Financial Advisor

Learn more about Nicholas DAngelo Visit Nicholas DAngelo's website
Advisor photo for Paul Stack

Paul Stack

APMA

Financial Advisor

Learn more about Paul Stack Visit Paul Stack's website
Advisor photo for Peter Bazanos

Peter Bazanos

CFP®

Financial Advisor

Learn more about Peter Bazanos Visit Peter Bazanos's website


Our team

Lisa Brenon

Lisa Brenon

Client Service Specialist,

Office Manager
Sandra Ritchie

Sandra Ritchie

Client Service Specialist

Margie Micca

Margie Micca

Office Manager

Lori Mc Elhearn

Lori Mc Elhearn

Office Manager

Emily Macchiano

Emily Macchiano

Executive Assistant