Peter Stein
Financial Advisor
Guiding Your Financial Journey
The Team!
Each of us is committed to providing exceptional service. Our team prides itself on fostering a collaborative and supportive atmosphere, where each member is dedicated to delivering the highest standards of service. We believe that working together seamlessly enables us to offer you the best possible solutions tailored to your unique financial needs. Our approach ensures that you benefit from a wealth of collective knowledge and experience!
Tucker McIntosh
Associate Financial Representative
Tucker joined the team in 2024 as a recent graduate of St. Lawrence University, where he was a member of the Division I men’s hockey team. As a dual citizen of both Canada and the U.S., Tucker brings a diverse perspective to our team.
In his free time, Tucker enjoys golfing and maintaining an active lifestyle. His passion for sports extends beyond the rink, embodying the dedication and commitment that he brings to his professional role.
Tucker is focused on contributing to the operations of our business while ensuring that our clients receive the highest level of care and an exceptional experience. His goal is to uphold our standards of excellence and to support our clients in every way possible.
