Meet The Team

Trusted Team Members

Image of Tracey D. Corta, CPA/PFS

Tracey D. Corta, CPA/PFS

Investment Advisor Representative

Image of Andrew R. Smart, CPA/PFS

Andrew R. Smart, CPA/PFS

Investment Advisor Representative

Image of Melinda Tuia, CPA

Melinda Tuia, CPA

Investment Advisor Representative

Image of Angela T. Sleight, CPA/PFS, CFP®

Angela T. Sleight, CPA/PFS, CFP®

Investment Advisor Representative

Image of Vicki Hobbs

Vicki Hobbs

Professional Assistant

Ready to Learn More?