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

C Michael Reninger

CFP®, CPWA®, APMA

Financial Advisor

Vice President
Learn more about C Michael Reninger Visit C Michael Reninger's website

Douglas Winzelberg

MBA

Financial Advisor

Vice President
Learn more about Douglas Winzelberg Visit Douglas Winzelberg's website

Oliver Grigg

APMA

Financial Advisor

Learn more about Oliver Grigg Visit Oliver Grigg's website

W Eliott Grigg

CFP®, APMA

Private Wealth Advisor

Managing Director
Learn more about W Eliott Grigg Visit W Eliott Grigg's website


Our team

Ann Jenkins

Ann Jenkins

Registered Client Service Associate