Find a Financial Advisor
- Andrew Sampson
- Angela Brown
- Anna Wales
- Barb Scott
- Cheyenne Gonzalez
- Douglas W. Cole, MIM
- Janenne Lackey, CFP®
- Jason Fial
- Kayla Perugini
- Kirtus Brutsman, CFP®
- Laurie Deeg
- Lionel Evans
- Randi Hartmann
- Sean Boyle
- Seth Wilde, AIF®
- Sheila Matusow
- Stephanie Kotula
- Steven Molinario
- Trevor Wilde, MBA, AIF®
- Vanessa Blaha
- William R. Wilde
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Andrew Sampson
Regional Vice President | Investment Advisor Representative
Steven Molinario
Administrative Account Manager | Registered Representative
