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Team photo

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Our advisors

Jay Penica

CRPC, APMA®

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Jay Penica Visit Jay Penica's website

Roger Allan Place

APMA®

Private Wealth Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Roger Allan Place Visit Roger Allan Place's website

Connor McCracken

APMA®, RICP®

Financial Advisor

Retirement Income Certified Professional®
Learn more about Connor McCracken Visit Connor McCracken's website

Thomas Steiner

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Thomas Steiner Visit Thomas Steiner's website

Harris Greene

APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Harris Greene Visit Harris Greene's website


Our team

Nancy Beard

Nancy Beard

Client Service Manager

Cameron Place

Cameron Place

Marketing Manager

Sheri Henderson

Sheri Henderson

Client Service Coordinator

Nancy Curtis

Nancy Curtis

Client Service Coordinator