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


Our advisors

Gregory Farber

CFP®, CRPC

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Gregory Farber Visit Gregory Farber's website

William Welch

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about William Welch Visit William Welch's website


Our team

LuRae Rowell

LuRae Rowell

Marketing Director,

Client Relationship Director
Carole Tuma

Carole Tuma

Financial Planning Assistant

Brittany Ashcraft

Brittany Ashcraft

Financial Planning Assistant,

Operations Director
Zac Hopkins

Zac Hopkins

Financial Planning Assistant

Pete Fennell

Pete Fennell

Financial Planning Assistant