Broker Check

Our Team

Curt E. Coulombe, CFP®CLU®ChFC®

Managing Director



As a CERTIFIED FINANCIAL PLANNER™, CFP®, and Savvy IRA Planner, Curt Coulombe’s primary goals are to relieve clients’ anxieties and eliminate the mystery of investing with simplified, yet unique, investment plans....

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Stanley R. Smiley, Esq., J.D.

Estate and Tax Planning Team

Stan Smiley is the senior vice president of Cetera Financial Group’s Advanced Planning Group. With more than 35 years of legal and estate business planning experience, he provides consultative services for ATL Global Advisors and...

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