Bringing Confidence to Your Investment Planning
We help clients pursue their investment goals with sound financial strategies. You deserve a personal, tailored plan. Lasting, meaningful, and open relationships are the foundation of our practice. You’ve worked hard for your money and should feel confident with your investment choices as you make decisions for your financial future.

Cole Nathan
Senior Vice President - Investments
Financial Advisor

Hugh Sloan
Senior Vice President - Investments
Financial Advisor
PIM Portfolio Manager

Blake Sloan
Assistant Vice President - Investments
Financial Consultant

Brian Mahoney, CFP
Assistant Vice President
Financial Consultant

Wendy Peppers
Assistant Vice President
Senior Registered Client Associate

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