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.

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Our advisors

Kent Zeidman

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Kent Zeidman Visit Kent Zeidman's website

Darren Levinthal

CFP®, CMFC, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Darren Levinthal Visit Darren Levinthal's website

Erica Hinrichs

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Erica Hinrichs Visit Erica Hinrichs's website


Our team

Austin Nickless

Austin Nickless

Investment Specialist

Charlie McDonald

Charlie McDonald

Financial Planning Analyst

Kasandra Christopher

Kasandra Christopher

Client Relationship Specialist,

Executive Assistant

Emily Rhodes

Client Service Coordinator

Meghan Zeidman

Meghan Zeidman

Operations Manager