Our Team
Your Best Interests Will Always Come First
Our team of qualified financial advisors and wealth managers are experienced in helping clients navigate the complexities of planning and saving for retirement. Our advisors carry a fiduciary responsibility to always act in their clientsā best interests.
We Have More Than 30 Years of Financial Planning Experience
Janelle Andrade
President
Matthew Terry
Vice President
Jasika Merysa
Chief Information Officer
James Campbell
Chief Operating Officer
Anthony Stiltner
Financial AdvisorĀ
Judith Madsen
Financial Advisor
Ernest Crane
Financial Advisor
Alicia Federico
Certified Public Accountant