Exceptional Service, Confident Future

Holly Daniel

Holly Daniel CFP®

Senior Client Care Associate

Crista Dumais

Crista Dumais, EA

Chief Compliance Officer & Tax Specialist

Will Fan

Will Fan

Client Care Associate

Stephen Giere

Stephen E. Giere

Emeritus Senior Wealth Advisor

Jeff Hoang

Jeff Hoang


Derek Johanik

Derek Johanik

Client Care Associate

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."