Broker Check

Meet Our Team

Jason Bayuk

Jason Bayuk, CFP®

Financial Advisor | Financial Services Executive | Investment Advisor Representative

Rae Evju

Rae Evju

Client Service Team

Team of Resources

Kathleen A.  Cassidy, J.D.*

Kathleen A. Cassidy, J.D.*

Vice President, Estate Planning

Jeremy Hus

Jeremy Hus

Vice President, Financial Planning

John Foreman

John Foreman

Vice President, Investments

Niko Vamvakas

Niko Vamvakas

Vice President, Retirement Planning

Beverly Wright

Beverly Wright

VP, Worksite Benefits

Greg Wachter

Greg Wachter

VP, Risk Management