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

Nick Yetter

MBA

Financial Advisor

Managing Director
Visit Nick Yetter's website

James Novaria

MBA

Financial Advisor

Managing Director
Visit James Novaria's website


Team

Jan Dekema

Jan Dekema

Client Service Associate

Laura Mutch

Laura Mutch

Client Service Associate