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.


close

Team photo
Team photo

View Larger


Advisors

Sandy Jukel

CRPC

Private Wealth Advisor

Managing Director
Visit Sandy Jukel's website

Trevor McLuskey

Financial Advisor

Visit Trevor McLuskey's website


Team

Matthias Kattick

Matthias Kattick

Registered Client Service Associate

Stacy Stewart

Stacy Stewart

Client Service Coordinator

Jason Billups

Jason Billups

Registered Client Service Associate

Daniel Landrau MBA, CFP®, CRPC

Daniel Landrau MBA, CFP®, CRPC

Region Director of Operations