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
Advisor photo for Christopher Neitz

Christopher Neitz

APMA®

Private Wealth Advisor

Learn more about Christopher Neitz
Advisor photo for Mike Keys

Mike Keys

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Mike Keys
Advisor photo for Andre Rene

Andre Rene

Financial Advisor

Learn more about Andre Rene
Advisor photo for Jim Keys

Jim Keys

Financial Advisor

Learn more about Jim Keys
Advisor photo for Nicholas DAngelo

Nicholas DAngelo

APMA®

Financial Advisor

Learn more about Nicholas DAngelo
Advisor photo for Paul Stack

Paul Stack

Financial Advisor

Learn more about Paul Stack


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

Emily Burdett

Emily Burdett

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