About Us

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

CFP®

Laura Thompson

Laura Thompson

CFP®

Christophe Rodrigue

Christophe Rodrigue

CFP®

Kathryn Anderson

Kathryn Anderson

Financial Advisor

Robert Colvin

Robert Colvin

CFP®

Alex Colvin

Alex Colvin

Financial Advisor

Laura Tacchi

Laura Tacchi

Financial Advisor

Gisele Easterbrook

Gisele Easterbrook

Financial Advisor

Joe Remus

Joseph Remus

Financial Advisor

Karen Guerrero

Karen Guerrero

Office Administrator