Broker Check

Our Team

Kathleen Sudac

Kathleen Sudac*

Sales Director & Financial Representative


Brandon Anderson

Brandon Anderson

Administrative Assistant & Financial Professional


Jessica Orozco

Jessica Orozco*

Executive Assistant & Registered Representative


Helen Gabriel

Helen Gabriel*

Administrative Assistant & Registered Representative


Edwin Thauer, Jr.

Edwin Thauer, Jr.*

Wealth Manager

Richard Shupick

Richard Shupick*

Wealth Manager

Ray Lighthart

Ray Lighthart*

Financial Representative

Robert Smith*

Registered Representative


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