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

Al Stanton

AIF®, APMA

Financial Advisor

Learn more about Al Stanton Visit Al Stanton's website

Andrew Ball

CRPC, APMA

Financial Advisor

Learn more about Andrew Ball Visit Andrew Ball's website


Our team

Joseph Sullivan

Joseph Sullivan

Associate Franchise Consultant

Caroline Stanton

Caroline Stanton

Marketing Manager,

Registered Financial Consultant
Susan Hayes

Susan Hayes

Client Service Manager

Kay Brennan

Kay Brennan

Office Manager