Broker Check

Our Team

Team Members

Brooks D. Shertzer

Brooks D. Shertzer

Director of Planning & Investment Adviser Representative

Michelle Jenkins

Michelle Jenkins

Customer Service Coordinator

Jenn Waskiewicz

Jenn Waskiewicz

Office Manager & Employee Benefits New Business Coordinator

Eva Hanley

Eva Hanley

Client Services Coordinator

Maya Shertzer

Maya Shertzer

Registered Account Service Assistant