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.


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Advisors

Advisor photo for Kyle M Segelle

Kyle M Segelle

MBA, CFP®, APMA

Private Wealth Advisor

Visit Kyle M Segelle's website
Advisor photo for Brooke Shaw

Brooke Shaw

CFP®

Financial Advisor

Visit Brooke Shaw's website
Advisor photo for Kelly Cenatiempo

Kelly Cenatiempo

APMA

Financial Advisor

Visit Kelly Cenatiempo's website
Advisor photo for Rob Cotter

Rob Cotter

Financial Advisor

Visit Rob Cotter's website


Team

Kim Keegan

Kim Keegan

Operations Director

Sue Getz

Sue Getz

Client Service Manager

Gale Spinks

Gale Spinks

Financial Planning Specialist

Jacki Brown

Jacki Brown

Client Service Specialist

Denean Kuske

Denean Kuske

Client Service Specialist

Bruna Picker

Bruna Picker

Client Service Specialist

Justin Trimble

Justin Trimble

Client Service Coordinator

Evelyne Goncalves

Evelyne Goncalves

Client Service Specialist