Our Team

Don M. Silk is dedicated to serving the investment and financial needs of his clients by offering objective financial planning advice, along with a wide variety of products and services. His firm’s goal is to build long-term...

Phillip Curtis, CFP^® is committed to serving his clients by creating an individual, custom financial plan designed around their specific goals and dreams. Phil works to build long-term relationships with his clients, providing...

Zachary D. Silk, FPQP™ is an financial planner providing friendly, holistic and personalized service to his clients. In order to help clients work towards the financial future they want and deserve, he provides recommendations...

With over 30 years of experience in the financial services industry and 25 years with our practice, Karen Berquist is a vital and skilled member of our practice. Considered “The Czar of All Things Paperwork and Transfers”,...

Our Director of Operations, Ellen wears many hats as she oversees our office’s day to day operations. From client services to compliance, licensing to special projects, Ellen supports our advisors and practice as we strive for...

That smiling face you see when you enter our office belongs to Abbie Sheedy, our wonderful Front Office Manager. Beyond greeting our clients, Abbie handles review meeting preparation and fields phone calls for the office. Before...