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

Ryan Piwowarski

CRPC, AWMA℠, APMA

Branch Manager

Financial Advisor
Learn more about Ryan Piwowarski Visit Ryan Piwowarski's website

Shane Weisman

APMA, CRPC

Private Wealth Advisor

Managing Director
Learn more about Shane Weisman Visit Shane Weisman's website

Todd Swan

CFP®

Financial Advisor

Vice President
Learn more about Todd Swan Visit Todd Swan's website

Eric Greif

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Eric Greif Visit Eric Greif's website

Amanda Rose Becker

APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Amanda Rose Becker Visit Amanda Rose Becker's website

Eleanor Lucero

APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Eleanor Lucero Visit Eleanor Lucero's website

Rebecca Rooks

MBA, AWMA℠, APMA, CRPC

Private Wealth Advisor

Managing Director
Learn more about Rebecca Rooks Visit Rebecca Rooks's website


Our team

Janelle Meyers

Janelle Meyers

Client Service Associate

Andrew Lander

Andrew Lander

Registered Client Service Associate

Justin Davis

Justin Davis

Registered Client Service Associate

Qualifications

  • CRPC
View more