Who We Are
Our Team

George Mackenzie
Senior Vice President/Wealth Management, Financial Advisor

Paul LoFurno
First Vice President/Wealth Management, Financial Advisor

Robert Cappelli
First Vice President/Wealth Management, Financial Advisor

David Grahn
Vice President/Wealth Management, Financial Advisor

Jeanne Willits
Senior Registered Private Client Associate

Matt Conway
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.