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

Damon Dyas

CFP®, CLU®, CRPC, CKA®

Financial Advisor

Certified Kingdom Advisor
Learn more about Damon Dyas Visit Damon Dyas's website

Eva Moulton

CFP®

Financial Advisor

Learn more about Eva Moulton Visit Eva Moulton's website

Stephen Bratta

AAMS, CMFC, APMA

Private Wealth Advisor

Learn more about Stephen Bratta Visit Stephen Bratta's website

Jennifer Galey

MSF, CFP®, CRPC, APMA

Financial Advisor

Learn more about Jennifer Galey Visit Jennifer Galey's website

Jonathon Hornbeck

APMA

Financial Advisor

Learn more about Jonathon Hornbeck Visit Jonathon Hornbeck's website

Nicholas Tucker

APMA, CRPC

Private Wealth Advisor

Associate Franchise Consultant
Learn more about Nicholas Tucker Visit Nicholas Tucker's website

Anthony Whitbeck

CFP®

Financial Advisor

Franchise Consultant
Learn more about Anthony Whitbeck Visit Anthony Whitbeck's website

Elio Kollcinaku

RICP®

Financial Advisor

Learn more about Elio Kollcinaku Visit Elio Kollcinaku's website

John Steves

MBA, AAMS, CRPC, AWMA℠

Financial Advisor

Franchise Owner
Learn more about John Steves Visit John Steves's website

Paul Giles

CRPC

Financial Advisor

Learn more about Paul Giles Visit Paul Giles's website


Our team

Stacie Helsel

Stacie Helsel

Operations Manager,

Paraplanner
Rovena Xake

Rovena Xake

Client Service Manager

Roles & Responsibilities

  • Rovena provides client relationship support through managing, gathering and analyzing client data, helping prepare preliminary financial plans and other client deliverables and resolving client issues
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Taira Frank

Taira Frank

Client Service Manager

Erin O'Hara-Vedolich

Erin O'Hara-Vedolich

Client Concierge

Danielle Jenkins

Danielle Jenkins

Client Service Coordinator