Our Financial Services Team

Professional advice from qualified partners. The financial decisions you make today shape what the future looks like for you, your family, or your organization.

Let us introduce ourselves

We put our experience to work so we can understand your family, your career, your financial goals and your investment needs.

David A. Finui
Timothy E. Walters
James "Bo" Hotchkiss
Robert E. Vamos, CLTC, LUTCF®
Zachary A. Becker, CMFC®
Diana M. Hipp
Yvonne R. Burns

Check the background of your financial professional on FINRA's BrokerCheck.

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