Our Team

Doug Magers

President/Wealth Advisor

Julie Magers

Marketing/Event Coordinator

James Collins

Wealth Advisor

Andrej Drazetic

Portfolio Strategist, Research & Trading

John Damiano

Wealth Advisor

Larie Thomas

Client Solutions Manager

Andrew Ulrich

Financial Planning and Wealth Strategy

Christie Thomas

Firm Operations Manager

Matthew Hamsher

LPL Registered Representative

Aaron Strouse

Investment Representative

Nichole Ivancic

Client Assistant

Sal D’Angelo

Wealth Advisor

Quin Strouse

Wealth Advisor

Joe Rudnicki

Wealth Advisor