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

Anna Kotula

CRPC

Financial Advisor

Learn more about Anna Kotula Visit Anna Kotula's website

Olga Jones

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Olga Jones Visit Olga Jones's website


Our team

Simran Grover

Simran Grover

Client Service Specialist

Margaret Bungard

Margaret Bungard

Client Service Specialist