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 Private Wealth Financial Advisor |
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Justin BuellPrivate Wealth Financial Advisor, CRPC® |
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Dominic CorletoPrivate Wealth Financial AdvisorManaging Director – Investments C(k)P®, CRPS®, CRPC®, AIF®, Institutional Plan Fiduciary Consultant Senior Institutional Consultant |
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Lucas WidoffSenior Financial Advisor, CFP®Senior Vice President – Investment Officer Institutional Consultant |
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Haley ThomasSenior Financial Advisor, CFP®Vice President – Investment Officer Institutional Plan Fiduciary Consultant |
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Tom BirkSenior Financial AdvisorFirst Vice President – Investment Officer |
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Tyler BevansSenior Financial 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 |
Richard “Scott” Smith
Private Wealth Financial Advisor
Managing Director – Investments
Tracy L. Maltby
Senior Financial Advisor
Senior Vice President – Investment Officer
Jim Osborne
Senior Financial Advisor
Managing Director – Investments
Rich Driessnack
Senior Financial Advisor, AAMS®, CRPC®
Senior Vice President - Investment Officer
David Aichele
Financial Advisor
Vice President – Investment Officer
Retired Members of our Team
Brian Bevans
Financial Advisor - Retired |
Ronald BonhamFinancial Advisor - Retired |
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Howard WidoffFinancial Advisor - Retired |