Our Advisors
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Susan Anderson, CFS
Investment Adviser Representative
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Amy R. Holewa, CFP®, CDFA
Financial Advisor
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Scott Jarnot, CFS
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Eric Kajer, CFP®
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Paul Lyon, CFP®
Financial Advisor
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Michael A. Matheson, CFP®, CRPC, CFS, CDFA
Financial Advisor
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Nicole L. Pearson, CFS, CKA
Financial Advisor
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Dexter Phillips, CFS, CES
Financial Advisor
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Dan Pias
Financial Advisor
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Gloria Pozzini *
Financial Advisor
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Jeffrey L. Schuler, CFP®
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Craig M. Twombly, CFP®
Financial Advisor
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Timothy J. Valento, CFP®
Financial Advisor
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Joseph D. Westrup, CFP®
Financial Advisor
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Mark H. Wingerd, CFP® *
Financial Advisor
