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

Adam Skonicki

CFP®, CRPC, APMA

Private Wealth Advisor

Private Wealth Advisor
Learn more about Adam Skonicki Visit Adam Skonicki's website

Christine Franks

Financial Advisor

Vice President
Learn more about Christine Franks Visit Christine Franks's website

John S Mc Connell

CFP®, BFA, CRPC, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about John S Mc Connell Visit John S Mc Connell's website


Our team

Shonn Rutledge

Shonn Rutledge

Registered Client Service Associate,

Practice Manager