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Team

Complete Financial Services.

Expert Advice.

All In One Spot.

Advisors

Robert Cooper

Robert Cooper

Financial Advisor, CFP®

Scott Foreman

Scott Foreman

Financial Advisor

Melissa Glennie

Melissa Glennie

Chief Compliance Officer, Chief Financial Officer

Fong Her

Fong Her

Financial Advisor, CFP®, CIMA®, CPWA®

Tom Luing

Tom Luing

Financial Advisor, CFP®

Gregory Paine

Gregory Paine

Financial Advisor

Alexander Pengelly

Alexander Pengelly

Financial Advisor, CFP®

Herbert M. Richardson III

Herbert M. Richardson III

Financial Advisor

Matthew Serrano

Matthew Serrano

Financial Advisor, CFP®

Robert Doran Shepard

Robert Doran Shepard

Financial Advisor, AIF®

Gregory Stroh

Gregory Stroh

Founder, Principal and Financial Advisor

Jane Truckenbrod

Jane Truckenbrod

Financial Advisor, CPA-Retired

John Truckenbrod

John Truckenbrod

Financial Advisor, CPA-Retired

Michelle H. White

Michelle H. White

Financial Advisor

CMA Tax and Accounting

Parker LaPlant

Parker LaPlant

Staff Accountant

David Senness

David Senness

Certified Public Accountant

Sherab Tsomo

Sherab Tsomo

Staff Accountant

Registered Representative

Staff

Joshua Bartz

Joshua Bartz

Paraplanner

Dawn Bravo

Dawn Bravo

Administrative Assistant

Rachel Bravo

Rachel Bravo

Accountant

Sandy Buchan

Sandy Buchan

Financial Planning Associate

Nancy Burns

Nancy Burns

Tax Preparation & Filing, Accounts Receivable and Customer Relations

Nicole Dostal

Nicole Dostal

Administrative Assistant

Jean A. Hurlbert

Jean A. Hurlbert

Financial Planning Associate, Team Luing Manager

Amy Kramer

Amy Kramer

Financial Advisor Assistant

Annette LaPlant

Annette LaPlant

Retirement Plan Specialist

Chris Olson

Chris Olson

Paraplanner

Marissa Zaun

Marissa Zaun

Client Services

Start Planning your Future

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Over 40 years in business

Over 200 years combined experience

1.6 B Assets Under Management

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Check the background of this financial professional on FINRA's BrokerCheck