Our Team

Portfolio Manager, CFP®, CIM®, DBA, CPCA, EPC

Portfolio Manager, CFP®, CIM®

Senior Investment Advisor CFP®, CIM®

Portfolio Manager, CFP®, CIM®

Investment Advisor

Janelle Gratton

Janelle Gratton

Administrative Assistant

Investment Advisor, CFP®

Vicki Nahuliak

Vicki Nahuliak

Senior Administrative Associate

Dylan Ostberg

Dylan Ostberg

Marketing Associate

Elaine Ross

Elaine Ross

Partner Support

Georgie Unsworth

Georgie Unsworth

Administrative Assistant

Saving You Time

Providing Financial Security

Constant Communication

I was hesitant to leave my long-time advisor, but making the change has been incredible. I now realize what comprehensive financial advice truly means. The change has put extra money in my pocket, enabling me to save on lawyers fees
- Richard C.

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