Broker Check


Our team approach adds perspective to all we do and provides increased benefits to our clients.

Today’s economic and investment climate offers unique opportunities. To take advantage of them, you need the flexibility and experience of a team approach. Recognizing that everyone encounters challenges along the way, we strive to anticipate and manage those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

Steven T. Bajema

Financial Advisor


I know that every stage of life brings different, and sometimes difficult, financial challenges. I can help with that.

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Herman Lewkowitz

Senior Wealth Manager


I’ve spent my entire career in the financial investment industry helping folks just like you reach your financial goals. 

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