We have the best job in the world

There’s nothing quite like having a job that allows you to truly make a difference in people’s lives. And we’ve worked hard for the privilege – we’ve been building our financial knowledge, earning clients’ trust and helping people make more than just money for a combined 100 years.

Colleen Schon bio image
Colleen Schon, WMS, AIF®
Managing Director Senior Vice President, Investments
Phillip West bio image
Phillip West, WMS, AIF®
Financial Advisor
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Casey Sage, AAMSTM
Financial Advisor
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Theresa Sandercott
Senior Registered Client Service Associate
Brooke Mazurek
Brooke Mazurek
Client Service Associate
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