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.



Advisors

Matt Felber

Financial Advisor

Visit Matt Felber's website

Marie Isabel Laurion

MS, BFA

Financial Advisor

Visit Marie Isabel Laurion's website


Team

Mary Bowen

Client Service Manager

Renee Chagnon

Practice Manager