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

John Cech

CRPC

Financial Advisor

Managing Director
Learn more about John Cech Visit John Cech's website

Mark McDonald

CFP®

Financial Advisor

Vice President
Learn more about Mark McDonald Visit Mark McDonald's website

Larry McDonald

CRPC

Financial Advisor

Learn more about Larry McDonald Visit Larry McDonald's website


Our team

Karen Wolffis

Karen Wolffis

Registered Client Service Associate