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Our Team
Dedicated To Helping Clients

Philip Reynolds

Philip B. Reynolds

Investment Adviser Representative Managing Director

Laurie  Tomlinson

Laurie A. Tomlinson

Investment Adviser Representative Managing Director

Bryan  Murphy

Bryan D. Murphy

Investment Adviser Representative Managing Director

Stephen  Jordan

Stephen G. Jordan

Investment Adviser Representative First Vice President

Sarah  Schweitzer

Sarah A. Schweitzer

Senior Marketing Manager

Bonnie DeBernardi

Bonnie DeBernardi

Sr. Client Associate

Working with a Financial Professional

Working with a financial professional can be one of the most important decisions you make.
Check out this helpful guide to learn exactly why this may be your next best move.