Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.


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Advisors

Advisor photo for Todd Frattura

Todd Frattura

Branch Manager

Visit Todd Frattura's website


Team

Sheri Davis

Sheri Davis

Lead Client Service Associate,

Practice Manager
Krista Hoffman

Krista Hoffman

Client Service Coordinator

Rebekah Roy-Morrow

Rebekah Roy-Morrow

Client Service Coordinator