TALK TO AN EXPERT

OUR TEAM

EXECUTIVE

ADVISORY

WEALTH MANAGEMENT

RISK MANAGEMENT

OPERATIONS

WE ARE HIRING

Client Service Specialist

Associate Financial Advisor

Marketing & Communications Specialist

EXECUTIVE TEAM

INVESTMENT REPRESENTATIVE

MIKE D'ALESSANDRO, CFP

PARTNER

MIKE D'ALESSANDRO, CFP

PARTNER

INVESTMENT REPRESENTATIVE

TERRY WINDREM

PARTNER

TERRY WINDREM

PARTNER

INVESTMENT REPRESENTATIVE

INVESTMENT REPRESENTATIVE

DARRELL WADE, FEA

PARTNER

DARRELL WADE, FEA

PARTNER

INVESTMENT REPRESENTATIVE

ELIZABETH TELEKI
CHIEF OPERATING OFFICER

ELIZABETH TELEKI
CHIEF OPERATING OFFICER

DENISE IRWIN

EXECUTIVE ASSISTANT

TO TERRY WINDREM

DENISE IRWIN

EXECUTIVE ASSISTANT

TO TERRY WINDREM

ADVISORY TEAM

INVESTMENT REPRESENTATIVE

SCOTT WILLMAN
FINANCIAL SECURITY ADVISOR

SCOTT WILLMAN

FINANCIAL SECURITY ADVISOR

INVESTMENT REPRESENTATIVE

ROBERT SMITH
ADVISOR

ROBERT SMITH

ADVISOR

INVESTMENT REPRESENTATIVE

JASON BEGG, CFP, CHS

FINANCIAL PLANNER

JASON BEGG, CFP, CHS

FINANCIAL PLANNER

INVESTMENT REPRESENTATIVE

INVESTMENT REPRESENTATIVE

GREG BROWN

GREG BROWN

INVESTMENT REPRESENTATIVE

INVESTMENT REPRESENTATIVE

HUNTER CHAPMAN

HUNTER CHAPMAN

INVESTMENT REPRESENTATIVE

WEALTH MANAGEMENT TEAM

PAM THOMPSON, ACS, AIAA
CHIEF COMPLIANCE OFFICER

PAM THOMPSON, ACS, AIAA

CHIEF COMPLIANCE OFFICER

RISK MANAGEMENT TEAM

JAYMES WINCH
DIRECTOR OF RISK MANAGEMENT

JAYMES WINCH
DIRECTOR OF RISK MANAGEMENT

BOB BEHAN
ADVISOR

BOB BEHAN
ADVISOR

KRISTI McMULLEN

CLIENT SERVICE COORDINATOR

KRISTI MCMULLEN

CLIENT SERVICE COORDINATOR

OPERATIONS TEAM

ANGIE FORESTELL
RECEPTIONIST

ANGIE FORESTELL
RECEPTIONIST