Exceptional Service, Confident Future

Holly Daniel

Holly Daniel CFP®

Senior Client Care Associate

Crista Dumais

Crista Dumais

Compliance Officer / Tax Specialist

Will Fan

Will Fan

Client Care Associate

Stephen Giere

Stephen E. Giere

Emeritus Senior Wealth Advisor

Jeff Hoang

Jeff Hoang


Nathan Paulson

Nathan Paulson  CFP®

President & Senior Wealth Advisor

Mark Scornavacco

Mark Scornavacco CFA

Trader & Analyst

Christopher Zehnder

Christopher Zehnder CFP®

Senior Wealth Advisor

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."