About Us
We have the knowledge, training, and resources to help our clients succeed financially. Our goal is to provide superior client service. We believe a long-term relationship is built on the trust earned through integrity, hard work and service.
Meet Our Team
![](mediahandler/media/314880/Wyse - Headshot_188x263.jpg)
Don Wyse, CIMA
Senior Financial AdvisorManaging Director - Investments
![](mediahandler/media/314881/Trent - Headshot_188x263.jpg)
David Trent, CIMA
Senior Financial AdvisorManaging Director - Investments
![](mediahandler/media/314882/Brucato - Website Picture _002__188x263.jpg)
Regina (Nikki) Brucato
Senior Registered Client AssociateWhy Invest With Us
![Why Invest With Us](mediahandler/dynamicmedia/89250/Free_Seection_fa_couple_A_589x303_(377x197).jpg?width=378&height=198)
Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.