Our Team

 
  • Doug Pardieck

    Lead Advisor & Financial Planner

  • Bob Maw

    Lead Investment Manager

  • Chris P. Polk

    Insurance Specialist

  • Janelle Lind

    VP of Operations & Compliance

  • Michael Cavaleri

    CFA®, Investment Analyst

  • John Fenwick

    OSJ

  • Stacey Heaton

    Principal

  • Sara Russell

    Administrator