Who We Are
Our Team
No needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor. Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
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![member-img Andrew's Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/ceba8ebfba0c4dfab25276ec32e1e36a.jpg)
Andrew S. Vitek
First Vice President / Investments, Financial Advisor
![member-img Dolores's Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/f151396a48ce49028dd81c1aee317272.jpg)
Dolores Jordan
Vice President / Financial Advisor
![member-img Paul's Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/992d2cb350ad41378b756cd57d46aa62.jpg)
Paul Karsevar
Vice President / Investments, Financial Advisor
![member-img Richard's Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/94f601d74e3f440f8916fb82320d4a5f.jpg)
Richard Robinson, AWMA™, CRPC™, ChFC®
Vice President / Investments, Financial Advisor
![member-img Tracy's Photo](/sites/default/files/2022-10/Placeholder%20Headshot.jpg)
Tracy Schurter
Sr. 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.