Our Team

Left to right: Molly Filbin, CTFA, Vice President, Trust Officer; Michelle Wanless, Registered Client Associate; John Briscoe, Vice President, Trust and Estate Planning; Maddi Williams, FPQP™, Financial Advisor; Tanya Korolkova, Personal Trust Administrator; Mary Meyers, Senior Vice President, Financial Advisor; and John Cameron, CFP®Senior Vice President, Financial Advisor. (photo by Kate Singh) 

Welcome to our website! Thank you for taking the time to get to know us a little better. The achievement of financial objectives depends on a disciplined, integrated approach to managing each of the many facets of one's financial life. We believe that your investments, cash flow, insurance, debt and long-term financial, retirement and estate plans should all align in a carefully constructed wealth management plan. We strive to deliver meticulously constructed plans via straightforward advice and personalized service, hallmarks of our approach to business.

We understand that each client's financial journey is unique. Our purpose is to offer guidance, perspective and clarity on a broad range of issues that impact clients' financial goals. We accomplish these objectives by building a long-term trusted relationship, always serving our clients with diligence, competence and integrity. Our clients are presented with effective solutions which encompass financial planning, investment management, retirement planning, risk management and estate planning.