Meet Your Advisors

Our team is made of professionals with many combined years of experience helping create solutions for complex wealth needs.

Arthur Dobosiewicz, CIMA, CRPS

Managing Director - Investment Officer
Fundamental Choice Portfolio Manager

Scott A. Chamberlayne, CRPC, CEPA

Senior Vice President - Investment Officer
Fundamental Choice Portfolio Manager

James G. Haynes

Senior Vice President - Investment Officer
Fundamental Choice Portfolio Manager

Darcie Blomberg

Senior Registered Client Associate

Laura Paz, CRC

Senior Registered Client Associate

David J. Smith, CRPC, SE-AWMA

Financial Consultant
Chartered Retirement Planning Counselor

Additional Partners

Stephanie C. Brice

Lead Wealth Management Banker

    Jill Salvatore

    Custom Credit Banker

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