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.

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Team photo

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Our advisors

Stephanie Hosier

CRPC

Private Wealth Advisor

Learn more about Stephanie Hosier Visit Stephanie Hosier's website

Levi M Dutton

CRPC

Financial Advisor

Learn more about Levi M Dutton Visit Levi M Dutton's website


Our team

Christy Dwyer

Christy Dwyer

Practice Manager