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

David J Van Schaik

CFP®, CRPC, CLTC®, RICP®

Private Wealth Advisor

Managing Director
Learn more about David J Van Schaik Visit David J Van Schaik's website

Dante Liberti

CFP®

Financial Advisor

Learn more about Dante Liberti Visit Dante Liberti's website

James L Stein

CFP®

Financial Advisor

Associate Vice President
Learn more about James L Stein Visit James L Stein's website


Our team

Silvia Meyer

Silvia Meyer

Client Service Associate

Aioushee Gogoi

Aioushee Gogoi

Client Service Associate