Meet the Investment Advisor Team

Experienced and Knowledgeable Investment Advisors on your side.
Martin Pring

Martin Pring

Investment Strategist

Joe Turner

Joe Turner

Founder, Emeritus Market Strategist

Tom Kopas

Tom Kopas

Investment Advisor

Pamela Iwaszewicz, CFP®

Pamela Iwaszewicz, CFP®

Financial Advisor

Jim Kopas, CFA

Jim Kopas, CFA

Investment Advisor & Chief Compliance Officer

Katie Fisher

Katie Fisher

Operations Director