Hometown service from your hometown team
We are more than experienced financial advisors who have access to powerful resources and are backed by the strength of a solid multinational firm. We are also your neighbors.
Over the years, we’ve helped many individuals, families, business owners and professionals with financial guidance personalized to their own specific needs. From financial planning to wealth management, we’re ready with the guidance and resources necessary to help you, too.
Pam McComas, CFP®Managing Director
Daniel J. KaschmitterManaging Director
Pamela A. FisherSenior Vice President, Investments
William GelegotisSenior Vice President, Investments
Rees Petersen, CFA®, MBASenior Vice President, Investments
Lisa R. Schneider, AAMS®, AIF®Financial Advisor
Investment Management Consultant
Josh StoutFinancial Advisor
Kevin Townsend, CPFA, CFP®, CRPCManaging Director
Steven G. Williams, CPFA, CRPC, CFP®Managing Director
Steven R. WilliamsSenior Vice-President, Investments
John Bergerson, CFA®, MBAInvestment Portfolio Associate
Steven PagoagaSenior Investment/Portfolio Analyst
Alexander Kaschmitter, CFP®Senior Investment/Porfolio Analyst
Kaija MoonClient Service Associate
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.