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Meet Our Team

Each of our team members has a unique story that sparked their interest in finance, whether it was buying their first stock at age 11 or starting an investment club at age 12.  We enjoy working together as a team, leveraging our two century-plus years of combined experience, to take care of our clients during even the most volatile market environments.  Even more, we consider our clients family.  We love what we do, and we enjoy being able to help our clients daily.

The Founders Group

Michael Berard

Managing Director/Investments

Richard Dworsky

Managing Director/Investments

Frank Dworsky, CFP

Senior Vice President/Investments

David Bomar headshot

David Bomar, ChSNC

Vice President/Investments

Vanessa Haythorn, CFP

Financial Advisor Associate

Gayle Bomar

Financial Advisor Associate

Charlene Gladden

Portfolio Analyst

Maria Storozheva

Senior Registered Client Service Associate

Skye Roberts

Registered Client Service Associate