Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Matthew Tuttle

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Matthew Tuttle Visit Matthew Tuttle's website

Lisa Tuttle

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Lisa Tuttle Visit Lisa Tuttle's website

Brittany Granata

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Brittany Granata Visit Brittany Granata's website


Our team

Kevin Gathje

Kevin Gathje

Client Service Specialist

Qualifications

  • Holds Series 7, 63, 65

Roles & Responsibilities

  • Manages client relationship
  • Financial Plan Development
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Adam Rice

Adam Rice

Client Service Specialist

Qualifications

  • Holds Series 7, 63, 65

Roles & Responsibilities

  • Manages Client Relationship
  • Financial Plan Development
View more