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



Our team

Tonya Duvall

Tonya Duvall

Operations Director

Janet Kivett

Janet Kivett

Financial Planning Assistant

Jessica Stoltz

Jessica Stoltz

Client Service Manager

Nora Kowalcheck

Nora Kowalcheck

Client Service Specialist