Meet With Us

Chad Larson
SENIOR PORTFOLIO MANAGER
Curtis Mayert
SENIOR WEALTH ADVISOR
Mehul Sudra
SENIOR INVESTMENT ADVISOR & ASSOCIATE PORTFOLIO MANAGER
Shannon Sowa
SENIOR INVESTMENT ADVISOR
Gurman Arora
SENIOR FINANCIAL PLANNER & ASSOCIATE PORTFOLIO MANAGER
Lauren Currie
SENIOR ADMINISTRATIVE ASSISTANT
Melissa Tully
SENIOR INVESTMENT ASSISTANT
Paula Hawker
EXECUTIVE ASSISTANT
Marissa Martins
SENIOR ADMINISTRATIVE ASSISTANT
Matt Trutina
ASSOCIATE, BUSINESS DEVELOPMENT
Jeff Haggerty
WEALTH AND ESTATE PLANNING SPECIALIST