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...
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...
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...
Read more