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

Robert Allen

CRPC, APMA

Private Wealth Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Robert Allen Visit Robert Allen's website

Kathy J Bauers

ChFC®, CDFA®, APMA

Private Wealth Advisor

Chartered Financial Consultant®
Learn more about Kathy J Bauers Visit Kathy J Bauers's website

Lauren Cooper

CFP®, BFA, CRPC, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Lauren Cooper Visit Lauren Cooper's website

Darren DeMars

MBA, APMA

Financial Advisor

Learn more about Darren DeMars Visit Darren DeMars's website

Nicole E Magnusson

APMA, CRPC

Financial Advisor

Learn more about Nicole E Magnusson Visit Nicole E Magnusson's website

Christopher Malmstrom

MSFP, CRPC, APMA, CAP®, AEP®

Financial Advisor

Learn more about Christopher Malmstrom Visit Christopher Malmstrom's website

James W Hayes

CFP®, ChFC®, CLU®, RICP®, AEP®

Private Wealth Advisor

Learn more about James W Hayes Visit James W Hayes's website

John Bradley

APMA, CRPC

Financial Advisor

Learn more about John Bradley Visit John Bradley's website

Nicholas Kayatta

APMA

Financial Advisor

Learn more about Nicholas Kayatta Visit Nicholas Kayatta's website


Our team

Lisamarie Balco

Lisamarie Balco

Client Relationship Manager

Karen Gebhart

Karen Gebhart

Client Relationship Manager

Betsy Mitchell

Betsy Mitchell

Office Manager

Melissa Porto

Melissa Porto

Client Relationship Manager

Alex Stiner

Alex Stiner

Financial Planning Specialist

Sean Stiner

Sean Stiner

Financial Planning Assistant

Jenna Walczak

Jenna Walczak

Operations Manager

Qualifications

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Nancy Wood

Nancy Wood

Operations Specialist

Sofia Portante

Sofia Portante

Client Relationship Manager