Our Team
Jeffry Frison, BA, CFP®
Certified Financial Planner®
Kevin McNamara, CFP®
Certified Financial Planner®
Kristine Valiquette

Executive Assistant

Diane Tymchyshyn

Executive Assistant

Natasha Schwab

Executive Assistant

Jeremy Zutter

Advisor

Gurbachan Singh Aujla

Advisor

Mike Weston, RRC®, QAFP®

Wealth Advisor

Bruce Beck

Advisor (Medical Leave)