Helping You Pursue Your Financial Goals

Meet the Team

Mark Finnicum

Mark Finnicum, AAMS

First Vice President/Investments

Curtis Finnicum

Curtis Finnicum, AWMA

Financial Advisor Associate

Brenda Robertson

Brenda S. Robertson, CWS

Vice President/Investments

Mark O'Loughlin

Mark O'Loughlin

Financial Advisor

Aerial Loewen

Aerial Loewen, MBA

Financial Advisor

Patty Coleman

Patty Coleman

Operations Coordinator (NReg)

Christy Walter

Christy Walter

Registered Client Service Associate

Carla Hauk

Carla Hauk

Client Service Associate

Sharon Hancock

Sharon Hancock

Vice President/Investments; Branch Manager