Broker Check


Lance Steinberg


Lance is personally committed to delivering exceptional client service by meeting face-to-face, listening, building trust, and fully understanding each of his clients' long-term financial needs. As an experienced investment and wealth...

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Brent Steinberg

Managing Director

Brent strongly believes that personalized service, coupled with a focus on specific investment disciplines, are key components in developing long-term client relationships. His investment and wealth management practice seeks to...

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Kara Doan

Vice President - Operations/Client Service

Kara is committed to serving our clients at the highest level, while managing the operations of the office. She pays attention to detail, is willing to take the time to get it right the first time, and she is passionate about building...

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