Our advisors

Sharon Lewkowitz

CFP®, CMFA®

Private Wealth Advisor

Certified Military Financial Advisor®
Learn more about Sharon Lewkowitz Visit Sharon Lewkowitz's website

Heather S Saunders

CFP®, CRPC, CMFA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Heather S Saunders Visit Heather S Saunders's website

Hannah Crevier

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Hannah Crevier Visit Hannah Crevier's website


Our team

Patrick Ryan

Patrick Ryan

Financial Planning Assistant

Zachary Armstrong

Zachary Armstrong

Paraplanner

Lizabeth Nunnally

Lizabeth Nunnally

Operations Manager