About

We believe in empowering our clients with financial knowledge and confidence to help them pursue their life goals. Using customized, goal-oriented investment strategies, we will work with you to create a strategy that works for you.

Meet Our Team

Jennifer Armstrong, AWMA

Senior Financial Advisor
Managing Director - Investments

Dylan Lenderink

Senior Financial Advisor
First Vice President - Investments

Swati Mahapatra

Financial Advisor

Justin Wehler

Senior Registered Client Associate
Assistant Vice President

Kristen Hines

Client Associate