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.



Our advisors

Ed Hickey

CRPC

Financial Advisor

Managing Director
Learn more about Ed Hickey

Josie Edmonds

BFA, CRPC

Registered Practice Associate

Learn more about Josie Edmonds

Melissa Bergman

CFP®, CDFA®, APMA, AWMA℠

Financial Advisor

Learn more about Melissa Bergman


Our team

Ashley Leopold

Ashley Leopold

Registered Client Service Associate