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Meet our Team
Justin Anderson, CFP, CLU, CRC
Wealth Advisor / Partner
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Dawnielle Brownell
Director of Operations
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Sandra Linares
Client Services Representative
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Justin Pollack, RICP
Wealth Advisor / Partner
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Maxwell Phillips, AIF
Wealth Advisor / Partner
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Stacie Schuck
Office Manager
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Chris Snowden, MBA
Wealth Advisor / Partner
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Maria Vallejo-Meza, RICP
Wealth Advisor
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Brett Weichbrod, MBA
Wealth Advisor / Partner
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Ross Anderson, CFP, CFF, CMFC
Wealth Advisor
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Joseph R. O'Flaherty
Chief Investment Officer / Wealth Advisor
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Corie Sieck
Client Services Representative
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Talia Wijesinghe
Investment Analyst
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