Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Advisor photo for Darren Levinthal

Darren Levinthal

CFP®, CMFC, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Darren Levinthal Visit Darren Levinthal's website
Advisor photo for Erica Hinrichs

Erica Hinrichs

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Erica Hinrichs Visit Erica Hinrichs's website


Our team

Kelly Bride

Kelly Bride

Office Manager,

Client Relationship Specialist
Bo Smith

Bo Smith

Investment Specialist

Matthew Stiebler

Matthew Stiebler

Financial Planning Analyst

Meghan Zeidman

Operations Manager