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Felix Erbring

Managing Director - Investments
Senior Financial Advisor

Kelly Chimera

Client Performance Analyst

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eMoney Advisor®

A modernized approach to advice

Leveraging our industry leading advice tools and resources simplifies the planning process and allows you to track closer to your desired outcomes.

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Our Location

We’re conveniently located at the address below. Give us a call or stop by our office during business hours to schedule a meeting to discuss your financial future. By getting to know you and your financial outlook, we can begin charting an investment path toward your goals.