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

Vivien Balcker

CRPC

Private Wealth Advisor

Managing Director
Visit Vivien Balcker's website

Jeff Rees

Financial Advisor

Associate Vice President
Visit Jeff Rees's website

Tracey Cramer

Financial Advisor

Associate Vice President
Visit Tracey Cramer's website

Manish Mukhi

Financial Advisor

Vice President
Visit Manish Mukhi's website

William Roughen

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit William Roughen's website

Jason Ajmo

Financial Advisor

Managing Director
Visit Jason Ajmo's website

Ernie Velez

CFP®, BFA, AWMA℠, CLTC®

Financial Advisor

Vice President
Visit Ernie Velez's website


Team

Yani Guanche

Yani Guanche

Client Service Associate

Yajas Sadana

Yajas Sadana

Client Service Associate