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

craig brenzan

Craig Brenzan

Certified Financial Planner

dillon mcginnis

Dillon McGinnis

Financial Advisor
denise reid

Denise Reid

Certified Financial Planner
allan wright

Allan Wright

Certified Financial Planner

john metz

John Metz

Financial Advisor

ely estillore

Ely Estillore

Financial Advisor
david kedzierski

David Kedzierski

Financial Advisor
jim galpin

Jim Galpin

Financial Advisor

greg holben

Greg Holben

Alternate Branch Manager
roger carriere

Roger Carriere

Financial Advisor

ivan penny

Ivan Penny

Financial Advisor

michelle wolff

Michelle Wolff

Financial Advisor

phil dale sedgwick

Phil and Dale Sedgwick

Financial Advisors

john yeboah

John Yeboah

Financial Advisor

ferd caron

Ferd Caron

Financial Advisor

shane walklin

Shane Walklin

Financial Advisor
david mcdonald

David McDonald

Certified Financial Planner
andrzej goralczyk

Andrzej Goralczyk

Financial Advisor