Our advisors

Kurt M Carlson

CFP®, MBA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Kurt M Carlson Visit Kurt M Carlson's website

Timothy Corkum

CFP®

Private Wealth Advisor

Learn more about Timothy Corkum Visit Timothy Corkum's website

Parker Freedman

CFP®, ChFC®

Financial Advisor

Learn more about Parker Freedman Visit Parker Freedman's website

Steve Gesualdi

Associate Financial Advisor

Vice President of Tuck Point Financial Group
Learn more about Steve Gesualdi Visit Steve Gesualdi's website


Our team

Sarah Sarver

Sarah Sarver

Office Manager,

Assistant

Joanne O'Connell

Client Service Coordinator