Broker Check

Meet Our Team

Our focus on team is part of everything we do - from our team-based client service approach and collaborative work environment, to an emphasis on the continual development of our team members.

We treat everyone like family and believe that a supportive work environment is the key to providing the superior service our clients have come to expect from us.

Bruce Vaughn

Bruce D. Vaughn CFP®, AIF®

Partner, Financial Advisor

Rose Price

Rose M. Price CFP®, AIF®

Partner, Financial Advisor

Daniel Lash

Daniel P. Lash CFP®, AIF®

Partner, Financial Advisor

Beth Corrigan

Beth Corrigan CFP®

Financial Advisor

Andrew  Fincher

Andrew Fincher, AIF®

Financial Advisor

Andrejs Pilajevs

Andrejs Pilajevs

Financial Advisor

Melissa Chaniyara

Melissa Chaniyara

Partner, Registered Representative

Cindy Alexander

Cindy Alexander

Registered Representative

Marie Rugen

Marie Rugen

Client Service Manager

Keri  Baldino

Keri Baldino

Client Service Manager/Office Manager

Fatima Masumi

Fatima Masumi

Client Service Manager

Sherri  Rosenberg

Sherri Rosenberg

Client Service Manager

Denise Ramsey

Denise Ramsey

Director of Operations