INVESTMENT REPRESENTATIVE

MIKE D'ALESSANDRO, CFP

PARTNER

TERRY WINDREM

PARTNER

INVESTMENT REPRESENTATIVE

DARRELL WADE, FEA

PARTNER

DENISE IRWIN

EXECUTIVE ASSISTANT

TO TERRY WINDREM

INVESTMENT REPRESENTATIVE

SCOTT WILLMAN
FINANCIAL SECURITY ADVISOR

ROBERT SMITH
ADVISOR

INVESTMENT REPRESENTATIVE

JASON BEGG, CFP, CHS

FINANCIAL PLANNER

PAM HASTINGS

CLIENT RELATIONS

CO-ORDINATOR

INVESTMENT REPRESENTATIVE

DALLAS DECARLO
DIRECTOR OF WEALTH MANAGEMENT

PAM THOMPSON, ACS, AIAA
CHIEF COMPLIANCE OFFICER

DYLAN WADE

​

FINANCIAL PLANNER

JENNY KENNEDY

CLIENT SERVICE SPECIALIST

JAYMES WINCH
DIRECTOR OF RISK MANAGEMENT

BOB BEHAN
ADVISOR

KRISTI McMULLEN

CLIENT SERVICE COORDINATOR
 

ELIZABETH TELEKI
CHIEF OPERATING OFFICER

ANGIE FORESTELL
RECEPTIONIST

DEVON GIRARD
DIRECTOR OF MARKETING & COMMUNICATIONS