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

Lauren Doodeman

CFA®

Private Wealth Advisor

Managing Director
Learn more about Lauren Doodeman Visit Lauren Doodeman's website

Ralph E Muir II

ChFC®

Financial Advisor

Managing Director
Learn more about Ralph E Muir II Visit Ralph E Muir II's website

Aaron A. Franklin

Registered Practice Associate

Learn more about Aaron A. Franklin Visit Aaron A. Franklin's website

Eric Olimb

CFP®, APMA

Financial Advisor

Associate Vice President
Learn more about Eric Olimb Visit Eric Olimb's website


Our team

Justin Flatter

Justin Flatter

Registered Client Service Associate

Karen Wolffis

Karen Wolffis

Registered Client Service Associate

Violetta Weir

Violetta Weir

Client Service Associate