Our Team

 
  • Bruce Roberts

    Bruce Roberts

    Investment Advisor Representative

  • Amy Buck

    Amy Buck

    Financial Advisor

  • Dawn Stonerock

    Dawn Stonerock

    Director of Client Services

  • Stefany Carrick

    Stefany Carrick

    Director of Operations

  • Jan Graves

    Jan Graves

    Director of First Impressions

  • Robert Kea, CFA

    Robert Kea, CFA

    Portfolio Manager