Our advisors

Laura Enwere

CFP®, CRPC, APMA, CDFA®

Private Wealth Advisor

Managing Director
Learn more about Laura Enwere Visit Laura Enwere's website

Heather A Smith

CFP®, APMA, CRPC

Financial Advisor

Learn more about Heather A Smith Visit Heather A Smith's website

Amanda Hill

CFP®, APMA

Financial Advisor

Learn more about Amanda Hill Visit Amanda Hill's website

Andee Sloot

CFP®, APMA

Financial Advisor

Learn more about Andee Sloot Visit Andee Sloot's website


Our team

Cheryle Hale

Cheryle Hale

Registered Client Service Associate,

Practice Manager

Personal Intro

2022 Outstanding Operations Award

Qualifications

  • Series 7 Licensed
  • Series 63 Licensed
  • Series 65 Licensed
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Sudha Gautam

Sudha Gautam

Client Service Associate,

Operations Specialist