Our People – Your Team
We Are Dedicated To Simplifying The Pursuit Of Your Goals
- Kurt RossiPresident & Wealth Advisor
MBA, CFP®, CRPC®, AIF® - Leif PettersenWealth Advisor
CRPC®, CDFA® - Daniel LindquistWealth Advisor
CFA® - Deborah NotteClient Services Associate
- Caitlin SnyderClient Services Associate
- Elisabeth StonakerClient Services Associate
- Christopher HicksClient Services Specialist
- Kelsey StruczewskiClient Services Specialist
