
Our Team
Our dedicated subject matter experts are seasoned professionals with extensive experience in financial planning, investment management, and risk management. They provide personalized guidance and strategic advice to help clients achieve their financial goals and secure their future. With a deep understanding of market dynamics, risk management, and tax optimization strategies, our experts tailor comprehensive wealth management solutions to meet the unique needs and objectives of each client. Our experts are committed to delivering exceptional service and building long-lasting relationships based on trust, integrity, and expertise.

Andrea D. Costa, Esq.
Vice President, Wealth Strategy & Financial Planning
Expertise: Estate Planning

Ben Hardigg, CFP
Vice President, Wealth Advisor
Expertise: Financial Advising and Investments

Michael Hermes, CFP
Vice President, Wealth Advisor
Expertise: Social Security & Medicare and Financial Advising

Greg Hoernschemeyer, CLU
Senior Vice President, Life Insurance
Expertise: Life & Disability Insurance

Keith Prince, CFP
Director of Financial Planning
Expertise: Financial Planning