Our Values
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Our History
Years of experience have prepared us to guide you through your life transitions.
Matthew Duncan, CPFA®
Financial Advisor, Director
Bryson Wittler
Financial Advisor Associate
Kate Roberts
Senior Client Specialist
Linda Grant-Smith, CPWA®, CFP®, EA®
Wealth Strategist, Senior Vice President
Michael Burzynski, CPA
Senior Tax Strategist, Vice President
James Guckenberg, JD
Senior Estate Planner, Vice President
Will Hobson, JD
Senior Trust Strategist, Senior Vice President
John Mascarich
Business Owner Solutions Managing Director, Vice President
Jonathan Raymon, CTFA, JD
Manager Trust Charitable Solutions, Senior Vice President