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

Brandon Turner

MBA, CFP®, CRPC, APMA

Associate Manager ACD

Managing Director
Learn more about Brandon Turner Visit Brandon Turner's website

Park M Ulrich

APMA

Financial Advisor

Managing Director
Learn more about Park M Ulrich Visit Park M Ulrich's website

Scott McMillen

APMA, CRPC, LUTCF®

Private Wealth Advisor

Associate Vice President
Learn more about Scott McMillen Visit Scott McMillen's website

Tanis Sears

APMA

Financial Advisor

Learn more about Tanis Sears Visit Tanis Sears's website


Our team

Brandon Stuewe

Brandon Stuewe

Registered Client Service Associate,

Operations Specialist

Qualifications

  • Series 7
  • Series 66
  • AR Insurance License #17331479
  • CA Insurance License #0K05185
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Kavya Pahuja

Kavya Pahuja

Client Service Associate