About Us

Location
Working with Us

Meet Our Team

Jeffrey Thomas

Private Wealth Financial Advisor
Managing Director – Investments


Erik Wellman

Private Wealth Financial Advisor
Managing Director – Investments


Joseph Steiner, CFA

Private Wealth Financial Consultant


Joshua Waldron

Financial Advisor
Chartered Market Technician®


Marta Bowman

Private Wealth Senior Registered Client Associate


Nathan Winter

Private Wealth Senior Registered Client Associate


Tyler Christensen

Private Wealth Registered Client Associate