Our Team

Your Best Interests Will Always Come First

Our team of qualified financial advisors and wealth managers are experienced in helping clients navigate the complexities of planning and saving for retirement. Our advisors carry a fiduciary responsibility to always act in their clients’ best interests.

We Have More Than 30 Years of Financial Planning Experience

Janelle Andrade

President

Matthew Terry

Vice President

Jasika Merysa

Chief Information Officer

James Campbell

Chief Operating Officer

Anthony Stiltner

Financial Advisor 

Judith Madsen

Financial Advisor

Ernest Crane

Financial Advisor

Alicia Federico

Certified Public Accountant

Get Your Retirement Planning Questions Answered

We Are Here to Help

Schedule a complimentary 15-minute call with one of our advisors.

You can also call us directly at (123) 456-7890