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Team


Jeremy Evans

Financial Advisor


Jeremy Evans has been serving his clients in the advisory business for more than 15 years...

Chris Rondinelli

Financial Advisor


Chris's mission is to help clients live their best life by minimizing the time that people...

Richard Baur

Financial Advisor


Rich is a second generation financial advisor. Mentored by his father, Rich learned the importance of...

Sam Gaudio

Financial Advisor


Sam’s expertise is in listening and understanding what makes each of our clients unique.

Robert Shields

Financial Advisor


With both an undergraduate degree in Psychology and a master’s Degree in Rehabilitation Counseling...