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About Us

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.



Warren McGinnis

Warren McGinnis

Branch Manager

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Craig Brenzan

Craig Brenzan

Certified Financial Planner

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Dillon McGinnis

Dillon McGinnis

Financial Advisor

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Denise Reid

Denise Reid

Certified Financial Planner

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Allan Wright

Allan Wright

Certified Financial Planner

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John Metz

John Metz

Financial Advisor

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Ely Estillore

Ely Estillore

Financial Advisor

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David Kedzierski

David Kedzierski

Financial Advisor

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Jim Galpin

Jim Galpin

Financial Advisor

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Greg Holben

Greg Holben

Alternate Branch Manager

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Roger Carriere

Roger Carriere

Financial Advisor

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Ivan Penny

Ivan Penny

Financial Advisor

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Michelle Wolff

Michelle Wolff

Financial Advisor

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Phil and Dale Sedgwick

Phil and Dale Sedgwick

Financial Advisors

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John Yeboah

John Yeboah

Financial Advisor

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Ferd Caron

Ferd Caron

Financial Advisor

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Shane Walklin

Shane Walklin

Financial Advisor

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David McDonald

David McDonald

Certified Financial Planner

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Andrzej Goralczyk

Andrzej Goralczyk

Financial Advisor

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