Our advisors

John R Soward

CFP®, CPA

Private Wealth Advisor

Learn more about John R Soward Visit John R Soward's website

Amanda Urban

MBA

Associate Financial Advisor

Operations Director
Learn more about Amanda Urban Visit Amanda Urban's website


Our team

Harry Griessmeyer

Harry Griessmeyer

Financial Planning Analyst

Amanda Coria

Amanda Coria

Financial Planning Specialist