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

Ryan Romer-Jordan

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Ryan Romer-Jordan Visit Ryan Romer-Jordan's website


Our team

Jesse Maldonado

Jesse Maldonado

Paraplanner

Katherine Barney

Katherine Barney

Client Relationship Manager