Wes Shindler
Financial Advisor
Dennis Foegen
Financial Advisor
Katie Mohan
Marketing Manager
Carolyn Sterling, CFP®
Director, Practice Management
Tamekia Thompson
Director, Operations
Paul Keeton
Managing Director, Investments & Advisory Solutions
Alvin Walk
Supervisory Principal
Amy Kaminski
Client Service Specialist
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.