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EXECUTIVE TEAM
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INVESTMENT REPRESENTATIVE
MIKE D'ALESSANDRO, CFP
PARTNER
TERRY WINDREM
PARTNER
INVESTMENT REPRESENTATIVE
DARRELL WADE, FEA
PARTNER
TO MIKE D'ALESSANDRO
PENELOPE SAUVE-ST-MARTIN
EXECUTIVE
ASSISTANT
DENISE IRWIN
EXECUTIVE ASSISTANT
TO TERRY WINDREM
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ADVISORY TEAM
INVESTMENT REPRESENTATIVE
SCOTT WILLMAN
FINANCIAL SECURITY ADVISOR
ROBERT SMITH
ADVISOR
INVESTMENT REPRESENTATIVE
JASON BEGG, CFP, CHS
FINANCIAL PLANNER
PAM HASTINGS
CLIENT RELATIONS
CO-ORDINATOR
WEALTH MANAGEMENT TEAM
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INVESTMENT REPRESENTATIVE
DALLAS D
E
CARLO
DIRECTOR OF WEALTH MANAGEMENT
PAM THOMPSON, ACS, AIAA
CHIEF COMPLIANCE OFFICER
DYLAN WADE
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FINANCIAL PLANNER
JENNY KENNEDY
CLIENT SERVICE SPECIALIST
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RISK MANAGEMENT TEAM
JAYMES WINCH
DIRECTOR OF RISK MANAGEMENT
BOB BEHAN
ADVISOR
KRISTI McMULLEN
CLIENT SERVICE COORDINATOR
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OPERATIONS TEAM
ELIZABETH TELEKI
CHIEF OPERATING OFFICER
ANGIE FORESTELL
RECEPTIONIST
DEVON GIRARD
DIRECTOR OF MARKETING & COMMUNICATIONS