With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.

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Team photo

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Advisors

Shaw Robinson

APMA®

Financial Advisor

Visit Shaw Robinson's website

Larry Larson

Financial Advisor

Visit Larry Larson's website

Jordan C Beck

APMA®, CRPC

Private Wealth Advisor

Visit Jordan C Beck's website

Alan M Dewitt

MBA, APMA®

Financial Advisor

Visit Alan M Dewitt's website

Leigh Howell

CFP®, CRPC, CRPS, APMA®

Financial Advisor

Visit Leigh Howell's website

Steven Parrett

Financial Advisor

Visit Steven Parrett's website

Nicole Ehlert

Financial Advisor

Visit Nicole Ehlert's website


Team

Amy Gendron

Amy Gendron

Client Concierge,

Client Service Specialist
Mariel Morton

Mariel Morton

Client Service Specialist

Sarah Ehlert

Sarah Ehlert

Operations Manager