Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Advisors

Advisor photo for Gary Schaap

Gary Schaap

CFP®, BFA, CRPC, CKA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Gary Schaap's website
Advisor photo for Crystal Hekrdle

Crystal Hekrdle

CMFA®

Financial Advisor

Certified Military Financial Advisor®
Visit Crystal Hekrdle's website
Advisor photo for Brennan Gabriel

Brennan Gabriel

Financial Advisor

Visit Brennan Gabriel's website
Advisor photo for Ryan Fedders

Ryan Fedders

Financial Advisor

Visit Ryan Fedders's website
Advisor photo for Mike Borg

Mike Borg

Financial Advisor

Visit Mike Borg's website


Team

Samantha Denton

Samantha Denton

Operations Manager

Qualifications

  • Associate of Applied Science in Financial Services

  • Associate of Applied Science in Business Administration

  • Southeast Technical Institute

Roles & Responsibilities

  • Twenty+ years in delivering extraordinary customer service
  • Passionate about professional development, attention to detail, and going above and beyond to assist our clients.
  • Enjoys crafts, cooking and camping with my husband and four daughters.
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Cassandra DeKrey

Cassandra DeKrey

Operations Specialist

Qualifications

  • 30+ years with an extensive background as an Executive Assistant.

  • Strong foundation in organization and support.

Roles & Responsibilities

  • Focused on accurate and efficient task management.
  • Detail-oriented and dependable.
  • Committed to helping operations run smoothly.
  • Enjoys spending free time with her husband and three children.
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