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Our Team

Jared Krog, Eric Parnell, Nick Dalessandro, and Evan Coffey.

Robert Templeton, CKA®

Robert Templeton, CKA®

Wealth Management Advisor

CKA®

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Ryan Templeton, CFP®, CKA®

Ryan Templeton, CFP®, CKA®

Wealth Management Advisor

CFP®, CKA®

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Tim Albergotti, CEPA®

Tim Albergotti, CEPA®

Advisor

CEPA®

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Jordan Lane, MS

Jordan Lane, MS

Team Member

MS

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Ruth Barwick

Ruth Barwick

Financial Advisor Assistant
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