Larry Keudell, CFP®
Senior Investment Advisor Representative, Senior Partner
Michael Morrison
Senior Investment Advisor Representative, Managing Partner
Stephanie A. Smith
Senior Investment Advisor Representative, Partner
J. Michael Morelli, CFP®
Investment Advisor Representative
Max Elvrom, CFP®️, CKA®️, AAMS®️, CRPC®️
Senior Investment Advisor Representative
Amanda Shine
Chief Operating Officer, Chief Compliance Officer, Partner
Our Partners
Our four partners bring over 80 years of collective experience managing investments and advising clients. We use our extensive personal and professional experience in all areas of investment planning to help you pursue your goals. We are able to provide a wide variety of financial products and services to meet your individual, family, and business needs. We look forward to speaking with you.