Through a comprehensive approach to financial planning, we work together with our clients to help them achieve their financial goals. Each team member serves in their role to provide a premier client experience.

Our advisors

Wayne D Kandas

CFP®, APMA

Private Wealth Advisor

Vice President
Learn more about Wayne D Kandas Visit Wayne D Kandas's website

Chris Kandas

CFP®, APMA

Financial Advisor

Managing Director
Learn more about Chris Kandas Visit Chris Kandas's website

Chelsea Faiva

Registered Practice Associate

Learn more about Chelsea Faiva Visit Chelsea Faiva's website

Matthew Svorinic

CFP®, APMA

Financial Advisor

Learn more about Matthew Svorinic Visit Matthew Svorinic's website


Our team

Jennifer Laughton

Jennifer Laughton

Registered Client Service Associate

Stephanie Lundy

Stephanie Lundy

Client Service Associate