
Charles Faig
Financial AdvisorManaging Director – Investments

Trina Mitsch
Financial AdvisorManaging Director – Investment Officer

We want to help you succeed financially through a better understanding of topics from investing and retirement, to estate planning strategies and wealth preservation. We strive to provide excellent customer service and empower you to be a confident investor.
Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.
Learn More