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

Matthew Dornik

CFP®, CFA®, CPWA®

Private Wealth Advisor

Chartered Financial Analyst®
Learn more about Matthew Dornik Visit Matthew Dornik's website

Kyle Laube

CFP®, APMA

Private Wealth Advisor

Learn more about Kyle Laube Visit Kyle Laube's website

Max Stowe

APMA

Financial Advisor

Learn more about Max Stowe Visit Max Stowe's website

Tony Schuster

CFP®, APMA

Private Wealth Advisor

Learn more about Tony Schuster Visit Tony Schuster's website


Our team

Mary Beth Gaines

Mary Beth Gaines

Client Relationship Manager

Qualifications

  • MBA

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Jeff Hammer

Jeff Hammer

Operations Manager

Qualifications

  • Series 66, Series 7

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Tanner Reising

Tanner Reising

Financial Planning Assistant

Gadise Mulat

Gadise Mulat

Financial Planning Assistant

Justin Pettit

Justin Pettit

Paraplanner,

CERTIFIED FINANCIAL PLANNER™ practitioner

Qualifications

  • CFP

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