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

Dianne Denison

MBA, CKA®

Financial Advisor

Certified Kingdom Advisor
Learn more about Dianne Denison Visit Dianne Denison's website


Our team

Katie LaVoie

Katie LaVoie

Office Manager