About Us

We want you to be a confident investor so you can work toward your life goals and dreams. We will strive to empower you through customized, goal-oriented investment strategies. Long-term relationships are built on the trust we aim to earn through integrity, hard work and service.

John Gero

Managing Partner

William Minter

Partner

Myles Eklund

Vice President
Financial Advisor

Matthew Eklund

Senior Vice President
Financial Advisor

Dan O'Meilia

Senior Vice President
Financial Advisor

David Guier

Senior Vice President
Financial Advisor

Terri Havenstrite

Senior Registered Account Administrator

Zoe May

Marketing Associate

Hudson Rucker

Wealth Planning Associate

Luke Kymes

Wealth Planning Associate