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.



Our advisors

Advisor photo for Francisco Armada

Francisco Armada

CRPC, APMA

Private Wealth Advisor

Learn more about Francisco Armada
Advisor photo for Kaitlin Schaengold

Kaitlin Schaengold

CFP®, MBA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Kaitlin Schaengold
Advisor photo for Brian Howland

Brian Howland

CFP®, CFA®

Financial Advisor

Investment Manager
Learn more about Brian Howland
Advisor photo for Megan L Tiemeier

Megan L Tiemeier

CFP®

Associate Financial Advisor

Client Concierge
Learn more about Megan L Tiemeier
Advisor photo for Michael Vennemeyer

Michael Vennemeyer

CFP®

Associate Financial Advisor

Learn more about Michael Vennemeyer


Our team

Tariq Maiden

Tariq Maiden

Investment Specialist

Qualifications

  • Holds a Series 7 License
  • Holds a Series 63 License
  • Holds a Health and Life Insurance License
  • Bachelor of Arts, University of Cincinnati

Roles & Responsibilities

  • Manages trading desk for all transactions
  • Supports analysis and development of investment planning objectives
  • Supports client concierge objectives including account maintenance and money movement requests
View more
Mary Janet Kallmeyer

Mary Janet Kallmeyer

Client Service Coordinator

Qualifications

  • Notary
  • Bachelor of Business Administration, University of Houston

Roles & Responsibilities

  • Supports new business administration, account maintenance and client service inquiries
  • Completes money movement requests and bank drafts
View more
Diane Dunivant

Diane Dunivant

Administrative Assistant

Qualifications

  • Notary

Roles & Responsibilities

  • Serves as immediate point of contact for all clients and guests entering the office, while providing support to new business administration and concierge services
View more