Susan Franklin, CIMA®, CPFA®

First Vice President - Financial Advisor, Institutional Consulting Group

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Russell Lewis, CPFA®

First Vice President - Financial Advisor, Consulting Group

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Melissa Krupa, CPFA®

Sr Branch Service Manager/Sr Reg Client


Meet our team

Our mission is to provide our clients with the highest quality service and the commensurate returns that will allow them to live the lifestyle they desire. We know that you have worked hard to achieve your goals, and we are honored by the trust you place in us as your financial advisor.

Please know that we are always available to assist you with any questions, discuss investment ideas, or perform a thorough portfolio review with you. Please don't hesitate to contact us at any time. We would love to hear from you!