About Us

Our Team


Our client's financial well-being is paramount above everything else.

We strive continuously to help every client achieve their financial goals and dreams with the least amount of risk.

Click on a team member to learn more about them.



Ed Thompson

Ed Thompson

Retired Founder

Laura Thompson

Laura Thompson

Certified Financial Planner®

Christophe Rodrigue

Christophe Rodrigue

Certified Financial Planner®



Robert Colvin


Robert Colvin

Certified Financial Planner®



Alex Colvin


Alex Colvin

Financial Advisor



Michelle Skaftfeld


Michelle Skaftfeld

Licensed Assistant



Anita Maksymchuk


Anita Maksymchuk

Admin. Assistant



Kathryn Anderson


Kathryn Anderson

Admin. Assistant



Connie Mantyka


Connie Mantyka

Admin. Assistant