Our Commitment to You, Our Clients
We’re committed to always putting your best interests first, guided by thoughtful planning and clear, transparent advice. You can have confidence in our recommendations and fees, with prompt, attentive support whenever you need it. We connect in the way that’s most comfortable for you—in person, by phone, video, or email.
Meet Our Team

Charles Faig
Private Wealth Financial Advisor
Managing Director – Investments

Trina Mitsch, CFP
Financial Advisor
Managing Director - Investments

Alicia Faig Columbro
Financial Advisor
First Vice President - Investment Officer


James Botte
Private Wealth Financial Consultant
Assistant Vice President
