With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

Patrick Nickler

MBA

Financial Advisor

Managing Director
Learn more about Patrick Nickler Visit Patrick Nickler's website


Our team

Katrina Daley

Katrina Daley

Registered Client Service Associate

Roxanne Wright

Roxanne Wright

Operations Leader