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Team

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success. Please continue below to learn more about our team and how we can help.

Financial Advisors

John Csenge

John Csenge, CIMC, AIF®, CFP®

Founder & Managing Partner

Eric Caisse

Eric Caisse CFA®, CMT, CFP®

Chief Investment Officer & Partner

Roger Bedillion

Roger Bedillion

Financial Planner

Susan Brandley

Susan Brandley

Financial Planner

Henry Kulig

Henry J. Kulig, III

Financial Planner

Client Service & Operations

Helen Dowler

Helen Dowler

Chief of Staff

Kelly Annenos

Kelly Annenos

Director of Client Services

Karina Horrnik

Karina Horrnik, FPQP™

Executive Assistant to Eric Caisse

Annee  Bell

Annee Bell

Executive Assistant to John Csenge