Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


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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
Advisor photo for Chad Frizzell

Chad Frizzell

Financial Advisor

Visit Chad Frizzell's website


Team

Kim Keegan

Kim Keegan

Operations Director

Sue Getz

Sue Getz

Client Service Manager

Qualifications

  • 20+ years of client service experience
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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

Rebecca Meyer

Rebecca Meyer

Office Manager

Qualifications

  • MBA
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Justin Trimble

Justin Trimble

Client Service Coordinator

Evelyne Goncalves

Evelyne Goncalves

Client Service Specialist