The Team
Our advisors are accomplished listeners. Advice that doesn’t start with your personal goals is bad advice. That’s why our first step is to listen to you — to understand where you are on your financial journey, and where you want to go next.
We are seasoned advisors. We have the experience and resources to counsel you on everything from investments and insurance to estate investment planning, retirement, and tax investing issues. Whatever your needs, we help you navigate risks and rewards, giving you a clear picture so you can invest with confidence.
We are seasoned advisors. We have the experience and resources to counsel you on everything from investments and insurance to estate investment planning, retirement, and tax investing issues. Whatever your needs, we help you navigate risks and rewards, giving you a clear picture so you can invest with confidence.
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Gerald RouleauFinancial Advisor, QPFC®Managing Director – Investments |
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Brian BevansFinancial Advisor, AIF®Managing Director - Investments |
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Dominic CorletoPrivate Wealth Advisorc(k)P®, CRPS®, CRPC®, AIF®, IPFC® Senior Institutional Consultant Managing Director – Investments |
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Lucas WidoffFinancial Advisor, CFP®Institutional Consultant Senior First Vice President – Investment Officer |
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Haley ThomasFinancial Advisor, CFP®Institutional Plan Fiduciary Consultant Vice President – Investment Officer |
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Tom BirkFinancial AdvisorFirst Vice President – Investment Officer |
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Tyler BevansFinancial Advisor, CRPC®Associate Vice President – Investment Officer |
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Frederick SernatingerFinancial Advisor, CRPC®, CRPS®. |
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Wendy CheneySenior Registered Client Associate |
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Stephanie SpriggsSenior Registered Client Associate |
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Julie SkinnerSenior Registered Client Associate |
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Allison NelsonSenior Registered Client Associate |
Retired Members of our Team
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Howard WidoffFinancial AdvisorFirst Vice President Investment Officer |
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Terry EyreSenior Registered Client Associate – Retired. |