Team

COMMITTED TO YOUR SUCCESS

A collaborative team with deep roots and broad experience

We take great pride in the relationships we have built with our clients, and the collaborative plans we put in place to help them achieve their wealth planning goals, including sending children and grandchildren to college, traveling the world, giving back to their community and passing their legacy on to the next generation.

David A. Feller, CFP, CIMA

Managing Director - Investments
Private Wealth Financial Advisor

Debra Styner

Private Wealth Senior Registered Client Associate

Brett Costanzo

Private Wealth Financial Consultant

Aengus Dubendorf

Private Wealth Registered Client Associate

Siripond Siriwandee

Senior Registered Client Associate

We listen carefully to understand your goals and make sure you have the right information to help make informed decisions.

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