We want you to experience the best of both worlds: the personal, one-on-one guidance of a small, dedicated team as well as the full collective expertise and wisdom of our entire firm. To deliver you comprehensive planning at the highest level, we’ve carefully curated a team of specialists who each bring a passion for providing top-shelf customer service. We look forward to working hand-in-hand to help you achieve your greater goals.


Jim H. Teteak CFP®, ChFC®, CLU®, RICP®, WMCP®
Chief Operating Officer and Private Wealth Advisor


Glenn C Hickok CFP®, CLU®, ChFC®, RICP®, WMCP®
Partner and Private Wealth Advisor
