WHO WE ARE

Our Team

We’re here to support your financial journey. Get to know our team and connect with us today.

Hilary Kosloske, CWS

Senior Vice President | Financial Advisor | Portfolio Manager

Rick Class, CFP, CRPC, CWS

Vice President | Financial Advisor | Portfolio Manager

Diane Parmele, AAMS, AWMA, CRPC

Senior Registered Associate

William Tanner Davis

Registered Client Associate

Keyana Rhodie

Client Associate