DECADES OF EXPERIENCE

We take a team approach to provide our clients with the highest standard of financial and investment advice, along with service and personal care.  We have five highly experienced CERTIFIED FINANCIAL PLANNER professionals on staff with over 75 years of combined industry experience.

Judith A. Shine, CFP®

Senior Wealth Advisor | Founder and President


Karen K. Salvatore, CFA®,CFP®

Senior Wealth Advisor | Managing Partner


Beth Cornell, MBA, CFP®

Senior Wealth Advisor | Principal


Elisabeth L. Jacobson, MBA, CFP®

Senior Wealth Advisor


Jim Callahan, CFA®

Senior Wealth Advisor | Director of Investments


Peter Vander Ploeg, CFP®

Senior Wealth Advisor


Chelsey Knight

Senior Client Service Manager


Amy Geist

Client Service Associate


Julie Schrock

Office Manager


Tracey Maggio

Administrative Assistant