Broker Check

Our Team

Pete Stroer

Partner/Investment Advisor


Pete offers a customized and objective approach to personal investment and retirement planning. As an independent financial adviser he uses third party research, leading to investment recommendations tailored to meet each client's...

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Julie Weems

Partner/Investment Advisor/Branch Manager


Julie Weems has been a financial advisor since the spring of 2001. Her main areas of focus involve developing a strong relationship with her clients and creating custom, proactive financial strategies given today's ever-changing...

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Jenn Havens

Administrative Assistant

Jenn has worked closely with the advisors to serve the needs of our clients since 2013. With a passion for customer service, Jenn assistants in the daily administrative and operational tasks to ensure a smooth client experience. Jenn...
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