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We Strive To Be The Partner You Need
For the Life You Want

We think it’s important you know who we are and what we stand for. Our multigenerational team of financial planning professionals offer diverse skills and experience to help guide our clients and provide a diverse network of support whenever life calls for it. Our core values are reflected in the acronym, ART: Accountability, Responsibility and Transparency. These principles are the backbone of our practice and embody the way we operate on our clients’ behalf every day.

Photo of Tom Sedoric

Tom Sedoric

Partner • Executive Managing Director • Wealth Manager

“As risk managers and fiduciaries, we strive to provide greater peace of mind.”

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Photo of Casey Snyder, CFP<sup>®</sup>

Casey Snyder, CFP®

Partner • Managing Director • Wealth Manager

“Our goal is to make sure you look back on a life well-lived.”

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Photo of Erika “ERL” Luczynski, CFP<sup>®</sup>

Erika “ERL” Luczynski, CFP®

Partner • Vice President • Client Relationship Manager

“Our role is to help you organize your goals, simplify the complex and make room for what matters.”

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Brittany Beard

Partner • Vice President • Senior Registered Client Administrative Manager

“We are passionate about servicing and educating our clients to be their best financial selves.”

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Photo of Erica “EK” Kelly

Erica “EK” Kelly

Partner • Vice President • Wealth Management Associate

“We strive to be allies in your financial journey so you can recognize your full potential.”

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Check the background of this financial professional on FINRA's BrokerCheck