Broker Check

A unique firm dedicated to our clients. 

Susan Leivas-Sturner

Susan Leivas-Sturner, EA

Enrolled Agent, Investment Advisor Representative, Insurance Licensed, Tax Preparer

Spencer  MacDougall

Spencer MacDougall, CFP®, EA

Accounting Manager, Enrolled Agent, Investment Advisor Representative, Insurance Licensed, Tax Preparer

Charles McManuis

Charles McManuis, MBA, RTRP

Financial Services Representative, Insurance Licensed, Tax Preparer

Carol Asper

Carol Asper

Financial Services Representative, Tax Preparer

Dan Boudreau

Dan Boudreau

Investment Advisor Representative, Tax Preparer

Candice Bowman

Candice Bowman

Financial Assistant, Notary

Melissa Osuna

Melissa Osuna

Office Coordinator, Tax Preparer,

Linda Green

Linda Green, EA

Enrolled Agent, Tax Preparer

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses 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.

Contact Us