About Us

Meet Our Team

Angela Ostendarp, CFP

Private Wealth Financial Advisor

Jordan Raniszeski, CFP

Private Wealth Financial Advisor

Mary Sherrill Ware, CFP, CIMA, MBA

Private Wealth Financial Advisor

Joe Pay

Financial Consultant

Sherrie Cross

Steven Bramhall

Wealth Management Registered Client Relationship Associate

Chris Pikunas

Client Associate

Matt Doherty

Client Associate

Nicolette Stokholm

Garrett Smith

Registered Client Associate

Why Invest With Us

Why Invest With Us
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