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

Nick Dyer

CFP®, APMA

Associate Manager

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Nick Dyer Visit Nick Dyer's website

Robert Lester

APMA, CLU®, ChFC®, CLTC®

Financial Advisor

Managing Director
Learn more about Robert Lester Visit Robert Lester's website

Stephanie Karpow

LUTCF®, APMA

Financial Advisor

Managing Director
Learn more about Stephanie Karpow Visit Stephanie Karpow's website


Our team

Catherine J. Nava

Client Service Associate

Barbara Otradovec

Client Service Associate