Our Team

Our Team

Meet The Experts

Jennifer Christine

Financial Advisor

Regina Clover

HR Manager

Alex Trandle

VP Operations

Chris Maxwell

Financial Advisor

Ian Robinson

Principle Advisor 

Todd Fletcher

Account Manager

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Our advisors know that trust is a matter of work, not words.

Who We Are

How Our Approach is

We help you feel confident about your financial future —at any stage in your life— through our Confident Retirement approach. A conversation with your financial advisor will help identify clear steps to reach your goals.  The strategies you build together will address four key needs: covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.