Our Team

Team Members In

Advisors

Austin Fields

CPA, Series 65

Vice President, Wealth Advisor

Connor Fife

Associate Director, Wealth Advisor

Kerry Michael Finn

CFP®, CTFA, AIF®

Senior Vice President, Wealth Advisor

Phillip Friedman

Director, Wealth Advisor

Nancy Frost

Senior Director, Wealth Advisor

Raymond Frueboes

CFP®

Director, Wealth Advisor

Martin Gaganelov

Associate Director, Associate Wealth Advisor

Sara Gans

CFP®, ChFC®

Senior Director, Wealth Advisor

Callie Geist

CFP®, J.D., MBA

Vice President, Wealth Advisor

Zach Gerber

CFP®

Associate Director, Wealth Advisor