Meet the Team

Financial Advisors

• Angela Helmus-O'Brien

  CFP®, CEP®, Founding Partner, Managing Director, Wealth Manager

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• Travis Hadwin

  CFP®, Founding Partner, Wealth Manager

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• Todd Seymour

  Founding Partner, Wealth Manager

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Our CAM's

• Elaine Anderson

  Founding Partner, Client Administrative Manager

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• Rori Miller

  Founding Partner, Client Administrative Manager

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• Ryan Seidl

  Registered Client Administrative Manager

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