Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

Bryan Cheeseman

CFP®, CMFA®

Private Wealth Advisor

Vice President
Learn more about Bryan Cheeseman Visit Bryan Cheeseman's website

Laura Fontana

CFP®, ChFC®

Associate Manager

Vice President
Learn more about Laura Fontana Visit Laura Fontana's website

Edward Eckenroad

CFP®

Complex Director

Financial Advisor
Learn more about Edward Eckenroad Visit Edward Eckenroad's website

De Forest Johnson

Financial Advisor

Vice President
Learn more about De Forest Johnson Visit De Forest Johnson's website


Our team

Angie Derle

Angie Derle

Registered Client Service Associate