Our Team

Advisors

• 

  Bruce Roberts

  Investment Advisor Representative

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• 

  Jessica Kinonen

  Financial Advisor

  Phone Number 9062285564

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Office Staff

• 

  Dawn Stonerock

  Director of Client Services

  Phone Number 9062285564

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• 

  Stefany Carrick

  Chief of Staff

  Phone Number 9062285564

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• 

  Jan Graves

  Director of First Impressions

  Phone Number 9062285564

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• 

  Connie Lori

  Administrative Assistant

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Portfolio Manager

• 

  Robert Kea, CFA

  Portfolio Manager

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