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.



Our advisors

Michael Hartnett

BFA, CRPC, CFS®, APMA

Branch Manager

Registered Principal
Learn more about Michael Hartnett Visit Michael Hartnett's website

Scott Abramson

CFP®, CRPC, CRPS, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Scott Abramson Visit Scott Abramson's website


Our team

Kathleen Gross

Kathleen Gross

Operations Leader

Andree Hastoy Bluske

Andree Hastoy Bluske

Client Service Associate

Lisa Markgraf

Lisa Markgraf

Lead Registered Client Service Associate