Our Team

Our award winning team has decades of experience in the Financial Services industry and will strive to provide you with excellent service from the moment you walk in our door.

Lorie Perry


Branch Operations Supervisor

Tashia Twardy

Client Service Administrator

Karen Edgin

Accounting Specialist

Meggie Harrington

Director of Marketing​

Monique Jaramillo

Director of First Impressions

"It’s our mission to empower our clients to embrace their financial future with clarity and confidence. We accomplish this by carefully listening to our client’s needs, wants and dreams and then design a plan and investment strategy to get there."

- The Gensler Group

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Our Advisors will answer your complex financial questions and provide comprehensive advice based on your unique needs.