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

Jared Roskelley

CFP®, APMA

Private Wealth Advisor

Managing Director
Learn more about Jared Roskelley Visit Jared Roskelley's website

Joseph Kabaki

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Joseph Kabaki Visit Joseph Kabaki's website

Kyle Robertson

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Kyle Robertson Visit Kyle Robertson's website

Matt Clay

MBA, APMA

Financial Advisor

Managing Director
Learn more about Matt Clay Visit Matt Clay's website

Matthew Tinyo

CFP®, APMA

Registered Practice Associate

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Matthew Tinyo Visit Matthew Tinyo's website


Our team

Dominique Morris

Dominique Morris

Client Service Associate

Personal Intro

She was drawn by the opportunity to be a part of a team that shares their expertise and work to help clients reach their financial goals. She is passionate about teamwork and believes none of us are as smart as all of us. Dominique is fully invested to make each client a part of the team by using strong communication, active listening, collaboration, and problem-solving skills.

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