Who We Are
Our Team

Andrew F. Meredith, CFP®
Executive Vice President/Wealth Management, Financial Advisor

Kevin M. Lindung, CFP®
Executive Vice President/Wealth Management, Financial Advisor

Scott Kelly
Senior Registered Private Client Associate

Ben C. Lanser
Registered Private Client Associate

Brandon Monahan, CFP®
Senior Wealth Planning Associate
Awards
We are proud that our team member, Andrew Meredith, has received honors and recognition from highly regarded industry publications.These prestigious awards recognized Financial Advisors based on certain criteria, but all share the commonality of providing the highest quality of service to their clients.
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.