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