Meet The Team

Dustin L. Bench, CFP®

Portfolio Manager
Partner
Financial Advisor

Nancy P. Mercado, CFP®, ChFC®

Chief Compliance Officer
Partner
Financial Advisor

Jill Reitmeyer

Director of Research
Senior Vice President
Financial Advisor

Michael Harrington

Senior Vice President
Financial Advisor

Scott Anderson

Financial Advisor

Matthew Krause, CFP®

Financial Advisor

Linda Steinert

Client Service Manager

Sarah Bornales

Client Service Associate

Contact

  • Toll-Free:

    (888) 614-3577

  • E-Mail:
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