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

Edward Matosziuk

Financial Advisor

Managing Director
Learn more about Edward Matosziuk Visit Edward Matosziuk's website

Stephen Bickley

Financial Advisor

Managing Director
Learn more about Stephen Bickley Visit Stephen Bickley's website


Our team

Beth Monahan

Beth Monahan

Registered Client Service Associate

Tammy Frank

Tammy Frank

Registered Client Service Associate