Broker Check

Our team

We have thoughtfully curated our personnel with a common theme of client focused attitude, competence, and industry experience 

Derek W.  Lunka

Derek W. Lunka, CFP®

Principal | Investments Lead

Erin  Farmer

Erin Farmer

Financial Client Associate | Client Concierge

Kayla  Mitchell

Kayla Mitchell

Associate Financial Advisor | Client Service Lead

Matthew  Smith

Matthew Smith

Senior Financial Advisor | Financial Planning Lead

Sara Tanski

Sara Tanski

Senior Registered Financial Client Associate | Client Concierge