Experienced Professionals. Shared Purpose.

Behind every relationship is a collaborative team of experienced wealth advisors, portfolio managers, financial planners, and specialists working together to help you navigate life's financial decisions with confidence.

Our Team

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Vice President, Wealth and Nonprofit Advisor

T.J. Drost

CFP®, CAP®, AIF®, CFS®
Manager of Human Resources and Recruiting

Greg Pond

SPHR, SHRM-SCP
Business Exit and Wealth Advisor

Bryan Reft

CFP®, CEPA®
Vice President, Retirement Plan Services & Business Exit Advisor

Daniel Tatomir

CExP®, AIF®
Manager of Portfolio Operations and Investment Analyst

Serhiy Zayats