Meet The Team

Dustin L. Bench, CFP®

Portfolio Manager
Partner
Financial Advisor

Nancy P. Mercado, CFP®, ChFC®

Chief Compliance Officer
Partner
Financial Advisor

Michael Harrington

Senior Vice President
Financial Advisor

Brenda Lammers, CPA

Senior Vice President
Financial Advisor

Norman F.D. Alvis, CFA

Senior Vice President
Financial Advisor

Scott Anderson

Financial Advisor

Ed Janaczek

Financial Advisor

Rita Janaky

MBA, Financial Advisor

Andrea Molli

Client Service Associate

Linda Steinert

Client Service Manager

Contact

  • Toll-Free:

    (888) 614-3577

  • E-Mail:
    This email address is being protected from spambots. You need JavaScript enabled to view it.

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