Meet Our Team

Dedicated to serving your financial needs, our team of seasoned financial advisors blends deep industry knowledge with our people-first approach. For 25+ years we have helped our clients make informed financial decisions. We look forward to helping you next.

David Winchell

David Winchell

Managing Director, Private Wealth Advisor

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Angela Tomassetti-Ferrin

Angela Tomassetti-Ferrin

Manager, Client Service & Operations

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LPL Extended Team

Kara Bautch

Senior Marketing Consultant

Sandra Santana

Client Concierge

LET US GUIDE YOU

LET US GUIDE YOU

Independent, Customized Wealth Management Advice & Service