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.


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Advisors

Debra Coyle

CFP®, MBA

Financial Advisor

Vice President
Visit Debra Coyle's website

Jerry O'Neill

CRPC

Financial Advisor

Associate Vice President
Visit Jerry O'Neill's website

Alan Floyd Willenbrock

MBA, CFA®

Financial Advisor

Vice President
Visit Alan Floyd Willenbrock's website

Ed Koven

Financial Advisor

Vice President
Visit Ed Koven's website

John Wilson

Financial Advisor

Associate Vice President
Visit John Wilson's website

Niki A Rowe

CFP®, BFA, CRPC, CLTC®

Financial Advisor

Managing Director
Visit Niki A Rowe's website


Team

Wendy Whitney Harbath

Wendy Whitney Harbath

Client Service Associate

Julia Welch

Julia Welch

Registered Client Service Associate

Matt Coyle

Matt Coyle

Client Service Associate

Kimberly A Clark

Kimberly A Clark

Lead Client Service Associate

Angela Lawrence

Angela Lawrence

Client Service Associate