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

George Mastrogiorgos

CFP®, CRPC, CFS®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about George Mastrogiorgos Visit George Mastrogiorgos's website

Brad Krajsa

CFP®, ChFC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Brad Krajsa Visit Brad Krajsa's website

Mark Ohler

CFP®, ChFC®, CLU®, CFS®, CDFA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Mark Ohler Visit Mark Ohler's website

Alejandro Butters

CFP®, ChFC®, CLU®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Alejandro Butters Visit Alejandro Butters's website

Sydney Ronzano

Financial Advisor

Marketing Specialist
Learn more about Sydney Ronzano Visit Sydney Ronzano's website

Rory Ronzano

Financial Advisor

Marketing Specialist
Learn more about Rory Ronzano Visit Rory Ronzano's website


Our team

Kelly Gibson

Kelly Gibson

Practice Manager,

Executive Assistant
Laurie Schneider

Laurie Schneider

Financial Planning Assistant

Kara Wilhelm

Kara Wilhelm

Administrative Assistant