Honesty. Experience. Dedication.

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

Matt Doherty

Client Associate

Steven Bramhall

Senior Registered Client Associate

Garrett Smith

Registered Client Associate

Chris Pikunas

Registered Client Associate

Sherrie Cross

Marketing Client Associate

Nicolette Stokholm

Marketing Client Associate

Why Invest With Us

Why Invest With Us
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