Broker Check

Our Team


Where the Magic Happens

We’re very proud of our team – wicked smart, highly credentialed, caring and committed people who can create order out of chaos, help you see the promise of your future, and give you confidence about your financial well-being.

Our house includes a CFP® practitioner,  AIF® professionals, a CDFA® professional with advanced mediation training, a ChFEBC professional, and a CPA. All of our professionals put their training and talents to work to serve your interests.


Jamie S. Lapin, , CFP®, CDFA®, AIF®

President, Private Wealth Advisor

Jamie has spent her career on the cutting edge of the financial services industry. One of the first advisers to earn the CFP designation, she's been helping clients make rational and responsible financial decisions for many years....


Amy Kryjak

Amy Kryjak

Operations Manager

Sandra Gorham

Sandra Gorham

Executive Assistant

Service Manager


Sandy Sakala

Sandy Sakala

Business Specialist