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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Andrew S. Vitek
First Vice President / Investments, Financial Advisor
Dolores Jordan
Vice President / Financial Advisor, AWMA™
Paul Karsevar
Vice President / Investments, Financial Advisor
Richard Robinson, AWMA™, CRPC™, ChFC®
Vice President / Investments, Financial Advisor
Alex Vitek
Financial Advisor
Tracy Schurter
Sr. Registered Private Client Associate
Awards
Forbes 2026 Best-in-State Wealth Management team
Our team is honored to have been named a Forbes 2026 Best-in-State Wealth Management Team. A special thanks to our clients for the trust you have placed in us each and every day.
2026 Advisorhub Women to Watch List
The 2026 Women to Watch recognition, announced in April 2026 by AdvisorHub, highlights high performing financial advisors across the country who are growing their businesses and delivering exceptional service to 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.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
