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

William J Lackowski

AWMA

Financial Advisor

Learn more about William J Lackowski Visit William J Lackowski's website

Scott Long

MST, CFP®, CPA, PFS

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Scott Long Visit Scott Long's website

David G Hanson

APMA

Financial Advisor

Learn more about David G Hanson Visit David G Hanson's website


Our team

Monica Tibbetts

Monica Tibbetts

Client Service Manager

Adam Kain

Adam Kain

Financial Planning Assistant

Chelsea Williams

Chelsea Williams

Client Service Specialist