Rob HarderMBA, CFP®, CIM, FEA

Investment Advisor

As a Portfolio Manager, Rob is able to provide clients with additional benefits such as customized portfolio management, access to broader range of securities as well as fee transparency and deductibi...
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Steph Domenco

Certified Financial Planner®

Stephanie has extensive knowledge developing plans for families with complex financial structures. She provides comprehensive wealth planning for clients, analyzing financial data and developing and m...
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Jennifer Fey-Janzen

Implementation Specialist

Jen’s role as implementation specialist in our office means you will never wonder “what just happened?” or “what’s next?”. Jen is your main contact for any account servicing issues. Once your plan is ...
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Sandy Keates

Client Service Manager

As our Client Relations Specialist Sandy ensures our clients receive the best possible care. She will be the first contact you make, will book your appointments, and is the first person you should con...
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