Our advisors

Sean Gavin

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Sean Gavin Visit Sean Gavin's website

Robert Dolliver

CFP®, CIMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Robert Dolliver Visit Robert Dolliver's website

Michael Samuelson

CRPC, APMA

Financial Advisor

Learn more about Michael Samuelson Visit Michael Samuelson's website

Christopher Copenhaver

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Christopher Copenhaver Visit Christopher Copenhaver's website

Erin Sullivan

APMA

Financial Advisor

Learn more about Erin Sullivan Visit Erin Sullivan's website

Frank X Addonizio

CFP®, BFA, APMA, CRPC

Private Wealth Advisor

Learn more about Frank X Addonizio Visit Frank X Addonizio's website


Our team

Emily Carlson

Emily Carlson

Client Service Coordinator

Kelly Collins

Kelly Collins

Operations Director