With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

Jan Klein

Financial Advisor

Vice President
Learn more about Jan Klein Visit Jan Klein's website

Lauren Salas

CFP®

Financial Advisor

Vice President
Learn more about Lauren Salas Visit Lauren Salas's website


Our team

Dustin Kramer

Dustin Kramer

Registered Client Service Associate