Our advisors

Daniel A Shontere

CFP®

Financial Advisor

Vice President
Learn more about Daniel A Shontere Visit Daniel A Shontere's website

Jeremy St Croix

CFP®, AAMS, APMA, CRPC

Branch Manager

Private Wealth Advisor
Learn more about Jeremy St Croix Visit Jeremy St Croix's website

John Hayes

CFP®

Financial Advisor

Associate Vice President
Learn more about John Hayes Visit John Hayes's website


Our team

Sandra Hildebrand

Sandra Hildebrand

Registered Operations Leader,

Practice Manager