Broker Check

Strategic Partners

Kate Sweetman

Kate Sweetman

Director of Operations

Pamela Bennet

Pamela Bennet

Head of Financial Planning Operations

Jennier Pieronek

Jennier Pieronek

Director of Advisory Compliance

Jacob Stewart

Jacob Stewart

Director of Information Technology

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.