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

Steven King

MBA, CFP®

Branch Manager

Vice President
Learn more about Steven King Visit Steven King's website

Thomas Plummer

Financial Advisor

Associate Vice President
Learn more about Thomas Plummer Visit Thomas Plummer's website


Our team

Violette Matsas

Violette Matsas

Registered Client Service Associate,

Operations Specialist