Hardik Shah CFP® ChFC® CPFA

C Neil Stalter, CFP®, ChFC®, RICP®, CBEC®

Associate Partner/Wealth Manager

Jeff Simpson, CLU,ChFC

Senior Associate | Wealth Manager at Diamond State Financial Group

Hali Englert

Client Services Associate

Chfc® Diane Hantzandreou

Financial Planning Specialist

Allison Oberembt

Financial Advisor

Julian Heenan

Financial Advisor