Our client's financial well-being is paramount above everything else. We strive continuously to help every client achieve their financial goals and dreams with the least amount of risk.
Click on a team member to learn more about them.
Financial AdvisorEmail MeProfile
DAVID SCHUMACHER
TREVOR BERNES
Financial Advisor / Branch ManagerEmail MeProfile
CFP®Email MeProfile
STEVE LAMBERT
Insurance AdvisorEmail MeProfile
MATTHEW BUDDLE
TERRY WHITE-SHAW
NOAH PASHULKA
Executive AssistantEmail MeProfile
NICOLE GIGNAC
Office ManagerEmail MeProfile
CHELSEA BUTLER
Administrative AssistantEmail MeProfile