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

John Stella

Financial Advisor

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

Michelle Hand

CFP®, BFA, CRPC, APMA, RICP®

Private Wealth Advisor

Vice President
Learn more about Michelle Hand Visit Michelle Hand's website

William Smith

CFP®, CRPC, APMA

Private Wealth Advisor

Vice President
Learn more about William Smith Visit William Smith's website

Arlene Wilson

RICP®

Financial Advisor

Vice President
Learn more about Arlene Wilson Visit Arlene Wilson's website


Our team

Alison Young-Johnson

Alison Young-Johnson

Registered Client Service Associate