Broker Check
Lauren Stuart

Lauren C. Stuart

Executive Vice President, Owner

Lisa Boyce

Lisa Boyce

Marketing and Communications Specialist

Brett Cole

Brett Cole, CFP®, AIF®, RICP®

Financial & Investment Specialist

Anne Praino

Anne Praino

Benefits Account Manager

Bernice Shimkonis

Bernice Shimkonis

Financial Services Associate

Claudia Roemer

Claudia Roemer

Office Manager

Collin Deysher

Collin Deysher

Financial Advisor

Dustin Willing

Dustin Willing

Financial Advisor

Jordin Golden

Jordin Golden

Employee Benefits Assistant

Margaret Collopy

Margaret Collopy

Employee Benefits Assistant

Wendy Voloshin

Wendy Voloshin

Benefits Account Manager