Our Team
Your Best Interests Will Always Come First
Our team of qualified financial advisors and wealth managers are experienced in helping clients navigate the complexities of planning and saving for retirement. Our advisors carry a fiduciary responsibility to always act in their clients’ best interests.
Thatcher Schwendiman
Investment Advisor Representative
Matthew Guzman
Investment Advisor Representative
Jakob Dunkley
Advisor
Individuals showing a designation hold an active certification. To earn the designation, the individual had to complete an approved educational program, pass a rigorous examination and meet stringent experience requirements. Designation holders also adhere to a professional Code of Ethics and fulfill annual continuing education requirements to remain aware of current planning strategies and financial trends.
Brady Ralph
Marketing Director
Jessica Glazier
Client Relations
BJ Voorhees
Marketing Specialist
Contact Us Today
Reach out for financial management and consulting services. We are here to help you achieve your goals.