Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

Deborah Federick

BFA, CRPC, APMA, CDFA®

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Deborah Federick Visit Deborah Federick's website

Travis Federick

BFA, CRPC, CDFA®, APMA

Financial Advisor

Managing Director of Milestone Partners
Learn more about Travis Federick Visit Travis Federick's website

Landon Freeman

BFA, APMA

Financial Advisor

Learn more about Landon Freeman Visit Landon Freeman's website


Our team

Lori Tegtmeyer

Lori Tegtmeyer

Paraplanner

Roles & Responsibilities

  • for the practice of Deborah Federick
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Jennifer Keltner

Jennifer Keltner

Operations Manager

Roles & Responsibilities

  • for the practice of Deborah Federick
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Kate Rotunno

Kate Rotunno

Client Service Coordinator