Broker Check

Meet the Team

Our Process

Catherine Bryant

Wealth Advisor

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Our History

Rick Lowe

Financial Advisor

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Our Values

David Burk

Financial Advisor

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Our Process

Sam Bogaczyk

Financial Advisor

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Our History

Jonah Kaufman

Wealth Advisor

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Our Values

Marcin Swiderski

Financial Advisor

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Our Resources

Mark R. Stein

Financial Advisor

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Our Support Team

Alwyn Ngo

Alwyn Ngo

Client Service Liaison

Cheryl Guy

Cheryl H. Guy

LPL Registered Financial Assistant to Wealth Advisor Catherine Bryant

Chris Bausback

Chris Bausback

LPL Registered Financial Assistant

Johnny Medlin

Johnny Medlin

LPL Registered Financial Assistant to Wealth Advisor Jonah Kaufman

Justin Meservier

Justin Meservier

LPL Registered Financial Assistant to Financial Advisors Rick Lowe, David Burk, and Sam Bogaczyk

Our Leadership Team

Ewelina Caplap

Ewelina Caplap, MBA, MSIS, PMP®,CLU®, ChFC®

Vice President and Program Manager

Simmi Prasad, MBA, CSRIC®, CTFA

Simmi Prasad, MBA, CSRIC®, CTFA

Operations Manager

Drew Snider, CFP®

Drew Snider, CFP®

Sr. Paraplanner

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