Our Teams
Whether you are concerned about your own financial needs, or those of your family or business, we are here to help. However, we don't do it alone. Our teams make it all come together. If you need any kind of assistance, please contact us. We're here for you.
Sebastian P Minaudo , CLU®, ChFC®, RICP®
Wealth Management Advisor
Marty Schmidt , CFP®, CLU®, ChFC®, RICP®
Wealth Management Advisor
Sebastian Minaudo's Team
Scott Sampeer , CFP®, ChFC®, CLU®
Associate Wealth Management Advisor