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

CERTIFIED FINANCIAL PLANNER™ practitioner
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