Who We Are
Our Team
                                      
                                                      George Mackenzie
                        Senior Vice President/Wealth Management, Financial Advisor
                      
                                                      Robert Cappelli
                        First Vice President/Wealth Management, Financial Advisor
                      
                                                      Paul LoFurno
                        First Vice President/Wealth Management, Financial Advisor
                      
                                                      David Grahn
                        Vice President/Wealth Management, Financial Advisor
                      
                                                      Matt Conway
                        Account Executive
                      
                                                      Jeanne Willits
                        Senior Registered Private Client Associate
                      Community Involvement
                          We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.