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EXECUTIVE
ADVISORY
WEALTH MANAGEMENT
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Associate Financial Advisor
Marketing & Communications Specialist
EXECUTIVE TEAM
INVESTMENT REPRESENTATIVE
MIKE D'ALESSANDRO, CFP
PARTNER
TERRY WINDREM
PARTNER
INVESTMENT REPRESENTATIVE
DARRELL WADE, FEA
PARTNER
ELIZABETH TELEKI
CHIEF OPERATING OFFICER
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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DYLAN WADE
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FINANCIAL PLANNER
PAM THOMPSON, ACS, AIAA
CHIEF COMPLIANCE OFFICER
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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
ANGIE FORESTELL
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