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.



Advisors

Todd Harter

Financial Advisor

Vice President
Visit Todd Harter's website


Team

Bonnie Case

Bonnie Case

Registered Client Service Associate

Qualifications

  • Series 7
  • Series 66
  • Life, Health, and Accident Insurance License

Roles & Responsibilities

  • Assists clients when Todd is not available
  • Streamlines operational duties
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