Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

Bob Dennis

CFP®

Financial Advisor

Managing Director
Learn more about Bob Dennis Visit Bob Dennis's website

Kenneth Demps

CRPC

Private Wealth Advisor

Managing Director
Learn more about Kenneth Demps Visit Kenneth Demps's website

Chad Halpin

CFP®, APMA, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Chad Halpin Visit Chad Halpin's website

Lauren Keilman

APMA

Registered Practice Associate

Learn more about Lauren Keilman Visit Lauren Keilman's website

Richard F Powell

Financial Advisor

Managing Director
Learn more about Richard F Powell Visit Richard F Powell's website

Sheetal Patel

CFP®, APMA

Associate Advisor

Learn more about Sheetal Patel Visit Sheetal Patel's website


Our team

Karen Gustafson

Karen Gustafson

Lead Registered Client Service Associate,

Client Relationship Specialist