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

Bruce Wingrove

MBA, CFP®, CRPC

Private Wealth Advisor

Managing Director
Learn more about Bruce Wingrove Visit Bruce Wingrove's website

Grant Harrison

CFP®, APMA, CRPC

Private Wealth Advisor

Managing Director
Learn more about Grant Harrison Visit Grant Harrison's website

Austin Furniss

CRPC, APMA

Associate Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Austin Furniss Visit Austin Furniss's website

Ron Mason

Financial Advisor

Managing Director
Learn more about Ron Mason Visit Ron Mason's website

Thomas Nielson

MBA

Financial Advisor

Managing Director
Learn more about Thomas Nielson Visit Thomas Nielson's website


Our team

Carly Gillette

Carly Gillette

Client Service Associate,

Client Relationship Specialist
Melissa O'Brien

Melissa O'Brien

Operations Leader

IK Ezugwu

IK Ezugwu

Registered Client Service Associate