Estate planning and passing wealth to the next generation can be a rewarding, yet complex issue for everyone concerned. We can work alongside your attorney and CPA to guide you — and your family — through the process. We help you answer questions such as how to preserve your wealth, potential tax implications, how to equitably divide your assets among loved ones and more. Together, we can help you plan and prepare your legacy wishes to help bring you clarity and peace of mind.



Advisors

Travis Routt

Travis Routt

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Travis Routt's website
David Holland

David Holland

CFP®, CFA®, JD

Branch Manager

Private Wealth Advisor
Visit David Holland's website
Ben Silberman

Ben Silberman

Financial Advisor

Vice President
Visit Ben Silberman's website
Joseph Grund

Joseph Grund

CRPC®, APMA®

Associate Manager

Managing Director
Visit Joseph Grund's website

Team

Lesley K. Degenhart

Lesley K. Degenhart

Registered Client Service Associate,

Chartered Retirement Planning Counselor℠

Qualifications

  • Series 7
  • Series 66

Roles & Responsibilities

  • Lesley is committed to our clients by providing an outstanding client experience.
  • She meets client's service needs by combining responsiveness, follow-through and problem solving skills together with overall customer service support.
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Lori Fraraccio

Lori Fraraccio

Registered Client Service Associate

Qualifications

  • Licenses Held: Series 7, Series 66, 2-15 Life Health Variable Annuity
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Roxanne Wright

Roxanne Wright

Operations Leader,

Assistant

Lauren Chaffee

Client Service Coordinator