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

Jardee Worcester

MBA, CFP®, APMA

Financial Advisor

Associate Vice President
Learn more about Jardee Worcester Visit Jardee Worcester's website

Jocelyn Reitzel Sullivan

APMA

Financial Advisor

Vice President
Learn more about Jocelyn Reitzel Sullivan Visit Jocelyn Reitzel Sullivan's website

John Magadini

APMA

Financial Advisor

Associate Vice President
Learn more about John Magadini Visit John Magadini's website

Karl Von Brockdorff

CFP®, CRPC

Private Wealth Advisor

Managing Director
Learn more about Karl Von Brockdorff Visit Karl Von Brockdorff's website


Our team

Karen Xie

Karen Xie

Director – Complex Operations

Troy Ganter

Troy Ganter

Registered Client Service Associate