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

Christopher Smith

CFP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Christopher Smith Visit Christopher Smith's website


Our team

Julie Canzoneri

Julie Canzoneri

Client Service Specialist

Shelby Drummond

Shelby Drummond

Practice Manager

Kara Eastman

Kara Eastman

Client Service Coordinator

Kirsten Difender

Kirsten Difender

Client Service Specialist

Luc Kurek

Luc Kurek

Financial Planning Specialist

Stacy Andrews

Stacy Andrews

Client Service Coordinator