About Us

Working with Us  
Our Commitment to You  

Meet Our Team

  • Colleen Konieczka
    Colleen Konieczka

    Colleen Konieczka, MBA

    Financial Advisor

  • Jim McMurtry
    Jim McMurtry

    Jim McMurtry, CFP®

    Financial Advisor

  • Lysa Garcia
    Lysa Garcia

    Lysa Garcia

    Client Associate

Why Invest With Us

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