Meet the team

Our Associates

Our Commitment

We work hard to serve our clients’ best interests through careful planning and transparent actions. When working with us, you’ll know the reasons for our recommendations and any fees associated with them. You’ll receive timely attention when you have a concern or question. And we can work together in person, by phone, or via email – whichever works best for you.

Put your future into focus today.

Working with Us

Al Bautista APMA®

Managing Director – Investments

Christopher Lehan

Managing Director – Investments

Edward Reiser CLU®, ChFC®

First Vice President – Investments

Natalie Byrd

Senior Client Associate

Ready To Connect?

We Are.

Reach out to schedule your discovery session. We can meet online, at our office or another location convenient for you

Leave this empty:

Thank you for your submission!