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

Bret Johnson

MBA, APMA

Private Wealth Advisor

Managing Partner of Bridgewater Advisors
Learn more about Bret Johnson Visit Bret Johnson's website

Tom Stricker

CFP®, APMA

Financial Advisor

Managing Partner of Bridgewater Advisors
Learn more about Tom Stricker Visit Tom Stricker's website

Christopher Noel

APMA

Financial Advisor

Managing Partner of Bridgewater Advisors
Learn more about Christopher Noel Visit Christopher Noel's website

Frederick Ganter

MS, APMA

Financial Advisor

Financial Planning Specialist
Learn more about Frederick Ganter Visit Frederick Ganter's website


Our team

John Long

John Long

Business Development Manager

Jackie Bell

Jackie Bell

Office Manager

Personal Intro

My interests include spending time with my husband Jesse, family, and friends, canoeing, supporting my nieces' & nephews' sporting events, attending car shows, and drag car races. I also love planting and growing flowers and tending to our cherry, apple, and pear trees. My favorite food is tacos. I even have a taco purse!

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Amy Luskey

Amy Luskey

Office Manager

Brenden Dauphin

Brenden Dauphin

Client Service Coordinator

Tom Casey

Tom Casey

Financial Planning Specialist