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Our People – Your Team
We Are Dedicated To Simplifying The Pursuit Of Your Goals
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Kurt Rossi President & Wealth Advisor
MBA, CFP®, CRPC®, AIF® -
Leif Pettersen Wealth Advisor
CRPC®, CDFA® -
Daniel Lindquist Wealth Advisor
CFA®, CFP® -
Deborah Notte Client Services Associate
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Caitlin Snyder Client Services Specialist
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Christopher Hicks Client Services Specialist
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Kelsey Struczewski, QKA® Client Services Specialist
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Cindy Benites Client Services Associate
MBA
