Meet the Team
How I Work
My reasons for becoming a financial professional are deeply personal. I repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. I am confident that with my understanding of personal finance, coupled with my training as a financial professional, I can help people better prepare for the future. After years in the business, I have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. I feel a commitment to my community.
My team approach adds perspective to all we do and provides increased benefits to our clients.
Bill MacGeorge
Financial Advisor | Senior Vice President
Bert Peterson
Client Specialist
Advanced Planners
Tim Steffen
Director of Advanced Planning
Andrea Paradise
Manager of Wealth Planning
Scott Grenier
Manager, Tax & Estate Planning
Eric Wikstrom
Tax Strategist