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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Advisors

Advisor photo for Terry Dworaczyk

Terry Dworaczyk

MS, CFP®, CKA®, CLTC®, APMA

Private Wealth Advisor

Franchise Owner
Visit Terry Dworaczyk's website
Advisor photo for Megan Duarte

Megan Duarte

MSFP, CFP®, BFA

Financial Advisor

Operations Director
Visit Megan Duarte's website
Advisor photo for Aaron Hendry

Aaron Hendry

MBA

Financial Advisor

Visit Aaron Hendry's website


Team

Daniel Villalpando-Herrera

Daniel Villalpando-Herrera

Client Service Coordinator

Qualifications

  • Notary Public
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Shelja Dhanta

Shelja Dhanta

Client Service Specialist