We are passionate about client service and provide the information, answers and support you need, when, where and how you prefer.

Julie Bucaro, CFP, CTFA

Wealth Manager and Director of Client Service

It’s all about making the complex understandable—turning your finances from something you worry about into something you harness to meet your future goals.

Chad Carlson, CFP, CFA

President & Chief Investment Officer

Your financial plan is dynamic and uniquely tailored to your family in order to achieve your goals.

Neil Teubel, MS, CFP®

Partner & Director of Financial Planning

We want our clients spending their energy on the things they can control and letting go of the worry created by things outside of their control.

Nick Cosky, CFP®

Partner

We consider being your advisor a great honor and we feel the weight of that responsibility every day.

Justin Peacock, MBA, CFP®

Partner

It’s easy to prioritize your career over your personal finances, but finding time to plan allows you and your family more control of the future.

Matt Kocanda, CFP®

Partner, Financial Professionals Practice Group Leader & Director of Growth

Taxes matter. Smart planning can significantly reduce tax drag on your wealth.

Jim King, CPA, CFP®

Partner & Insurance Practice Group Leader

Dealing with the death of a spouse is uncharted territory. We guide clients as they make complex decisions, and provide them peace of mind as they plan for the future.

Dave Deschamps, CFP®

Partner & Director of Client Experience

We are honored to help you and your family feel secure in your financial lives so you can focus on enjoying the things that matter.

Breanna Coffey, CFP®

Wealth Manager

We help you balance the financial, tax and legal issues with the emotional components to create a strategy that achieves your family’s objectives and honors your values.

Heather Locus, CPA, CFP®, CDFA®

Partner & National Divorce Practice Group Leader