Meet Our Team
Matthew Teel, CFP®, CLU®
Brokerage Director
Jeremy Hus, MSFS, CFP®, ChFC®, CASL®, CLU®
Director of Financial Planning
Kate Cassidy, JD*
Advanced Markets Director
John Foreman, MBA, CIMA®
Vice President, Investments
Niko Vamvakas
Vice President, Retirement Planning Solutions