Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

close

Team photo
Team photo

View Larger


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®

Private Wealth Advisor

Visit Brooke Shaw's website
Advisor photo for Kelly Cenatiempo

Kelly Cenatiempo

APMA®

Financial Advisor

Visit Kelly Cenatiempo's website
Advisor photo for Justin Trimble

Justin Trimble

APMA®

Associate Financial Advisor

Visit Justin Trimble's website
Advisor photo for Maxx Eisenhoffer

Maxx Eisenhoffer

Financial Advisor

Visit Maxx Eisenhoffer's website


Team

Sue Getz

Sue Getz

Client Service Manager

Kim Keegan

Kim Keegan

Operations Director

Gale Spinks

Gale Spinks

Financial Planning Specialist

Evelyne Goncalves

Evelyne Goncalves

Client Service Specialist

Adam Skelton

Adam Skelton

Client Service Specialist

Braden Barnard

Braden Barnard

Client Service Coordinator

Marbrielle Clark

Marbrielle Clark

Client Service Specialist