Our advisors

Cynthia Van Dien

CRPC, APMA

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Cynthia Van Dien Visit Cynthia Van Dien's website

Christopher Neitz

APMA

Private Wealth Advisor

Learn more about Christopher Neitz Visit Christopher Neitz's website

Mike Keys

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Mike Keys Visit Mike Keys's website


Our team

Lisa Brenon

Lisa Brenon

Client Service Specialist,

Office Manager
Sandra Ritchie

Sandra Ritchie

Client Service Specialist

Margie Micca

Margie Micca

Office Manager

Lori Mc Elhearn

Lori Mc Elhearn

Office Manager

Emily Macchiano

Emily Macchiano

Executive Assistant

Emily Burdett

Emily Burdett

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