Broker Check


Let's face it.  No one has a monopoly on good ideas and everyone's situation is unique.  For that reason we take a team approach to all of our engagements so that you get the best possible recommendations from a cross-disciplinary perspective.  That way you can be confident that your situation has received the attention that it deserves from the right experienced professionals.

Doug Hepburn, CPA/PFS, CFP®, MS Taxation

Financial Advisor


Doug Hepburn is a Certified Financial Planner™ professional. A member of the American and Pennsylvania Institutes of Certified Public Accountants, Doug is Chairman of the PICPA’s Personal Financial Planning committee and...

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Hristo Stefanov, CFA, CAIA
Investment Director, Cetera Investment Management

Investment Director, Cetera Investment Management

Hristo Stefanov is primarily responsible for the research, selection and ongoing oversight of alternative mutual funds. His role includes generating actionable insight on a variety of broad market topics and on specific fixed income...

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Charlotte The Cat

Emotional Support Animal

Charlotte specializes in helping clients to laugh and stay calm during turbulent times with feline antics and funny stories. We all know markets don't move in one direction all the time. So, when things get rocky Charlotte's job is...

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