About Us

 
  • Dominic Garcia

    President
    Wealth Manager

  • Julie Lobaza

    Vice President
    Wealth Manager

  • Xenia Woltmann

    Vice President
    Wealth Manager

  • Janet McConnell

    Compliance Manager
    Client Service

  • Mike Skoric

    Senior Portfolio Manager
    Head of Research

  • Bradley Sorenson

    Planning Specialist
    Wealth Manager