Our Team

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 photo to learn more about them.
warren mcginnis

Warren McGinnis

Branch Manager

dillon mcginnis

Dillon McGinnis

Financial Advisor
jim galpin

Jim Galpin

Financial Advisor

amy mcginnis 2025

Amy McGinnis

Financial Advisor

allan wright

Allan Wright

Certified Financial Planner

michelle wolff

Michelle Wolff

Financial Advisor

denise reid

Denise Reid

Certified Financial Planner
craig brenzan

Craig Brenzan

Certified Financial Planner

greg holben

Greg Holben

Investment Funds Advisor
john metz

John Metz

Financial Advisor

ely estillore

Ely Estillore

Financial Advisor
vasileios gerontas

Vasileios Gerontas

Financial Advisor

roger carriere

Roger Carriere

Financial Advisor

ferd caron

Ferd Caron

Financial Advisor

david kedzierski

David Kedzierski

Financial Advisor
phil dale sedgwick

Phil and Dale Sedgwick

Financial Advisors

shane walklin

Shane Walklin

Financial Advisor
andrzej goralczyk

Andrzej Goralczyk

Financial Advisor

john yeboah

John Yeboah

Financial Advisor