Meet Our Team

 
  • Steve Boero

    Steve Boero

    Founding Partner/ LPL Registered Principal

  • Brian Russell

    Brian Russell

    Founding Partner - Wealth Management Advisor

  • Andrew Tenaglia

    Andrew Tenaglia

    Founding Partner - Wealth Management Advisor

  • Randy Baldwin

    Randy Baldwin

    Wealth Management Advisor

  • Mark Motell

    Mark Motell

    Wealth Management Advisor

  • Brian Stephens

    Brian Stephens

    Partner - Wealth Management Advisor

  • Eric Bates

    Eric Bates

    Wealth Management Advisor

  • John Winn

    John Winn

    Wealth Management Advisor

  • Leroy Simpson

    Leroy Simpson

    Wealth Management Advisor

  • Briana Boero

    Briana Boero

    Office Manager

  • Denise Heitsman

    Denise Heitsman

    LPL Registered Principal

  • Mary McCollum

    Mary McCollum

    Sr. Client Services Associate

  • Nicholas Boero

    Nicholas Boero

    Sr. Client Services Associate

  • Sarah Hicks, Administrator

    Sarah Hicks, Administrator

  • Madsion Javier

    Madsion Javier

  • Reese Whitfield

    Client Services Associate