Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

AJ Federico

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about AJ Federico Visit AJ Federico's website

Jim Dotzman

CFP®, APMA

Financial Advisor

Franchise Owner
Learn more about Jim Dotzman Visit Jim Dotzman's website


Our team

Diane R. Fetscher

Diane R. Fetscher

Client Relationship Manager,

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