Team

With over 45 years in the financial services industry, David brings a steady, experienced perspective to comprehensive financial planning, retirement strategy, and estate planning. His work focuses on protecting what clients have...

Brendon brings over 35 years of experience to the financial services industry, specializing in portfolio design and investment analysis. His role is focused on helping clients pursue long-term growth through disciplined,...

Trish Roth has been the Director of Client Services for Sirius Wealth Management for the past 12 years. Her daily responsibilities include account set-up and maintenance for clients, coordinating and completion of client forms and...