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Our Team

Our team is dedicated to providing personalized financial planning and ongoing management with the aim of responsibly maintaining and supporting your wealth.

Our Team

Our team is dedicated to providing personalized financial planning and ongoing management with the aim of responsibly maintaining and supporting your wealth.
victor connor headshot

Victor T. Connor, CRPC®, WMS

Branch Manager
karen plotkin headshot

Karen M. Plotkin

Financial Advisor
aime pimienta headshot

Aimee Journet

Registered Associate, Senior Administrator
max westerman headshot

Maximilian Westerman

Financial Advisor, Investment Advisor Representative
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Joshua Johnson

Financial Advisor
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