
Heather Belli
Wealth Advisor, Chief Compliance Officer, Managing Partner

Bruce Dzieza
Founder and Chairman of the Board, Partner

Jason Gittins
Wealth Advisor, Director of Advisory Services, Managing Partner

Rawson Gulick
Wealth Advisor

Dave Homan
Wealth Advisor, Partner

Eric Keating
Wealth Advisor

Mark Keating
Wealth Advisor, Chief Investment Officer, Managing Partner

David Lawrence
Wealth Advisor, Partner

Jake Weber
Wealth Advisor