Meet Our Team

Gary J. Sampson, CFP, CRPC

Senior Financial Advisor
Senior Vice President - Investments

David Sipe, CFP

Senior Financial Advisor
Senior Vice President – Investments

Jay B. Ericsson

Senior Financial Advisor
Senior Vice President - Investments

Jon Sampson, CFP, CPM

Financial Advisor
First Vice President – Investments

Walter Hernandez

Senior Registered Client Associate

Lisa Well

Marketing Client Associate
Why Invest With Us

Why Invest With Us

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