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

Joss D'Souza

MBA, CRPC

Private Wealth Advisor

Managing Director
Learn more about Joss D'Souza Visit Joss D'Souza's website


Our team

Sheri Davis

Sheri Davis

Lead Client Service Associate

Christina Meyer

Christina Meyer

Registered Practice Associate