Meet the Team

“If your actions inspire others to dream more, learn more, do more and become more, you are a leader.”

– John Quincy Adams

Dan McCarthy

Founder/Advisor

Jim Almquist

Advisor/CFP®

Dan Marnik

Advisor/MBA

Coleen Hayback

V.P. of Marketing

Rob Zaruba

Client Service Manager

Trisha Tucker

Client Concierge

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.