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.


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Advisors

Frank Barresi

CRPC

Financial Advisor

Vice President
Visit Frank Barresi's website

Robert Bokern

Financial Advisor

Managing Director
Visit Robert Bokern's website

Leonard Bowers

Financial Advisor

Managing Director
Visit Leonard Bowers's website

Ted Campbell

APMA

Financial Advisor

Vice President
Visit Ted Campbell's website

Halina Conti

MBA, CRPC

Financial Advisor

Vice President
Visit Halina Conti's website

David Crow

CRPC, APMA

Financial Advisor

Vice President
Visit David Crow's website

Joss D'Souza

MBA, CRPC

Private Wealth Advisor

Managing Director
Visit Joss D'Souza's website

Jack Ellis

APMA

Financial Advisor

Vice President
Visit Jack Ellis's website

Phillip Hawkey

Financial Advisor

Associate Vice President
Visit Phillip Hawkey's website

Curt Ittner

APMA

Financial Advisor

Vice President
Visit Curt Ittner's website

Barry Jateff

Financial Advisor

Associate Vice President
Visit Barry Jateff's website

Gary Kulik

AAMS, CRPC

Private Wealth Advisor

Managing Director
Visit Gary Kulik's website

Paul Liberatore

CPA

Financial Advisor

Vice President
Visit Paul Liberatore's website

Julio Mendez

Financial Advisor

Visit Julio Mendez's website

Kyle Milfeld

APMA

Financial Advisor

Visit Kyle Milfeld's website

Dennis Persky

Financial Advisor

Managing Director
Visit Dennis Persky's website

Gordon Rennard

Financial Advisor

Associate Vice President
Visit Gordon Rennard's website

Joseph Rosenbaum

CRPC

Financial Advisor

Managing Director
Visit Joseph Rosenbaum's website

Rodney Schmitz

Financial Advisor

Associate Vice President
Visit Rodney Schmitz's website

Joe Scroggins

Financial Advisor

Associate Vice President
Visit Joe Scroggins's website

Danny Stegall

Financial Advisor

Visit Danny Stegall's website

Mark Stegmann

Financial Advisor

Managing Director
Visit Mark Stegmann's website

Darren P Summers

APMA

Financial Advisor

Associate Vice President
Visit Darren P Summers's website

Courtney Wright

MBA, CFP®, CDFA®

Financial Advisor

Associate Vice President
Visit Courtney Wright's website

Joshua Wright

CRPC, CEPA®, APMA

Private Wealth Advisor

Managing Director
Visit Joshua Wright's website


Team

Sheri Davis

Lead Client Service Associate,

Practice Manager

Alicia D. Ross, MBA

Registered Client Service Associate,

Practice Manager

Christina Meyer

Registered Practice Associate

Judy A. Steffens

Client Service Associate,

Practice Manager

Diana Preston

Client Service Associate,

Practice Manager

Tara Welsh

Lead Client Service Associate

Rebekah RoyMorrow

Client Service Coordinator

Krista Hoffman

Client Service Coordinator