Our Team

We work together and closely with you to draft a thoughtful and strategic plan

We are a dedicated group of financial experts following a single mission: to help our clients improve their financial well-being. Our team members, like you, have their own diverse experiences and are at different stages of their lives. Their experiences, both professional and personal, equip them to help you using our unique architectural approach. 

Tom Presper, CLU, ChFC
Founder, Financial Advisor
Brittanie Bordonaro, MA, FPQP™
Business Manager, Life Coach
Dan Garner
Financial Advisor
Amy Hescht
Senior Client Service Specialist, Information Technology Manager
Madeline Presper
Assistant Manager
Cindy Henry
Client Service Specialist
Candice Nagy
Client Service Specialist
Lauren Dangel
Marketing Specialist
Dave Cranston
File Retention Specialist, Digital Media Coordinator
Kenneth R. Wilhelm
Financial Advisor Emeritus