Broker Check

Meet the Team

Client Centered

After working together for decades, our wealth management team has become a family. The long-lasting relationships we build with clients are an extension of that family. 

We know that clients want more than an advisor who just manages their investments; they want someone they can trust with the various financial components of their lives through each major event and change.

Our goal is to build a foundation of mutual respect and understanding with our clients by dedicating the time needed to listen to their goals and provide education on their options. Being an independent firm, we are not limited to any proprietary products, which allows us to recommend only the products and services that address your specific needs and choose investments solely on the merits of their characteristics and in support of your financial goals.

Our People

Andrew Nelson

Andrew Nelson MBA

Investment Strategist | Financial Advisor

Stephen Ghosal

Stephen Ghosal

Chief Financial Officer

Serena O'Brien

Serena O'Brien

Senior Marketing Consultant