Our advisors

Jaime E Heimsath

CRPC

Private Wealth Advisor

Learn more about Jaime E Heimsath


Our team

Stew McLauchlan

Stew McLauchlan

Investment Specialist

Qualifications

  • Series 7, Series 24, Series 63 & 65, Life & Health Insurance

  • CFP®

  • CRPC™

  • APMA™

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Becky McDonald

Becky McDonald

Administrative Assistant

Jackie Black

Jackie Black

Paraplanner

Qualifications

  • Series 7
  • Series 63
  • Life & Health Insurance
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Jamie DiToma

Jamie DiToma

Client Service Specialist