With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.


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Team photo

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Advisors

Tim Wendt

Financial Advisor

Associate Vice President
Visit Tim Wendt's website


Team

Tera Jobbins

Registered Client Service Associate