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Meet our team

We’re here to help.

We have a team of family financial professionals with a range of life experiences to help you make progress toward your goals. Let’s connect.

Kevin Swanson is a Registered Principal. Craig Pine, Julie Minami, Caroline Delaney, Raghu Krishnan and Sandy Swanson are Registered Representatives with and securities offered through LPL Financial. Member FINRA/SIPC. Adam Roberts and Sarah Maloney are Registered Administrative Associates with and securities offered through LPL Financial. Member FINRA/SIPC. Brenda Friederich is solely an investment advisor representative of Strategic Wealth Advisors Group, LLC. Investment advice offered through Strategic Wealth Advisor Group, a registered investment advisor. Strategic Wealth Advisor Group, Potentia and Potentia Wealth are separate entities from LPL Financial.