Our Advisors
Joe Flinner, CFP®, CRPC®, APMA®, CKA
Chief Executive Officer/ Lead Wealth Advisor
Susan Vasu, CRPC®
Senior Wealth Advisor
Denise Shafer, CRPC®, APMA®
Wealth Advisor
Garrett Bourbina, APMA®
Senior Wealth Advisor
Brook Bright, CFA®, CFP®, CEPA
Wealth Advisor
Dave Flegal, CPA, CFP®
Wealth Advisor
Our Team
Michelle Zimmerman
Chief Operating Officer
Brian Hider, CFA®
Chief Investment Officer
Casey Davis
Client Service Specialist
Kristina McDougle
Client Service Specialist
Julie Flinner
Client Service Specialist
Stacy Shema
Client Service Specialist
Susan Bright
Business Development Manager