Get to know my dedicated team

Each of us is committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.  We are also looking for great people to join our firm, so reach out for more info!

Photo of Director of Client Services Ryan Wiley

Ryan Wiley

Director of Client Services

My strategic partners

Photo of Wealth Management Advisor Michael David Beeman

Michael David Beeman

CFP®

Wealth Management Advisor

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Photo of Wealth Management Advisor Barbara Bernstein

Barbara Bernstein

CFP®

Wealth Management Advisor

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Photo of Wealth Management Advisor David M Clausen

David M Clausen

CFP®, CLU®, ChFC®

Wealth Management Advisor

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Photo of Financial Advisor Tyrone Dinneen

Tyrone Dinneen

Financial Advisor

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Photo of Financial Advisor Kelly Heinen

Kelly Heinen

Financial Advisor

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Photo of CEO Edward Moyzes

Edward Moyzes

MAcc, CLU®, RICP®, CFP®

CEO

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Photo of Wealth Management Advisor Heather Courtney Quinn

Heather Courtney Quinn

ChFC®, CFP®

Wealth Management Advisor

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Photo of Managing Director Daniel J. Rooney

Daniel J. Rooney

Managing Director

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Photo of Wealth Management Advisor Preston Sam

Preston Sam

CFP®, ChFC®, RICP®

Wealth Management Advisor

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Photo of Financial Advisor Tim Sams

Tim Sams

CLTC®

Financial Advisor

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