Dedicated Financial Advisors

Our Team

Our Experts

Meet the Team

Timothy

Timothy

Fitzwilliams
Founder & CEO
Corrine

Corrine

Fitzwilliams
CMO

Portfolio Managers

Ron A.

Ron A.

Wright, CFA®
Chartered Financial Analyst®
CEO of Advantage Investing, Inc.

Financial Advisors

Brian

Brian

Lindberg
IAR
Scott

Scott

Bartow
IAR
Jason

Jason

Lavarias
IAR

Relationship Managers

Ron

Ron

Searles, IAR
Relationship Manager
Michael

Michael

Novosel
Relationship Manager

Estate Planning

Jeremy

Jeremy

Domozick
Estate Planning Attorney

Office Administration and Medicare

Charlotte

Charlotte

Wertman
Marketing Director
Steve

Steve

Miller
Director of Medicare

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Build a Financial Picture That Fits Your Goals

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