Our Team

Get to Know Our
Experienced Professionals

What separates us from our competition

You will have direct access to our portfolio manager, Ken Hutkin. Ken manages your investments in concert with our investment committee.

You have direct access to Ron Winkler’s full-service financial expertise at no additional charge. Ron is available to clients with account minimums of $1,000,000 or more. See the link to our website below for additional information

Our dedicated service team works solely with our clients

Our Difference

We specialize in serving clients with a comprehensive suite of financial services. Our experienced team is dedicated to providing high-quality customer service, ensuring that every aspect of your financial life is professionally managed and aligned with your goals.

With over 35 years of experience, now retired Certified Public Accountant Ron Winkler brings valuable experience and knowledge in tax, trusts, estates, and retirement issues to our teams arsenal. Our team’s extensive experience ensures that you receive qualifed advice tailored to your unique financial situation.