Our advisors

Advisor photo for Eric Kalma

Eric Kalma

CFP®, APMA

Private Wealth Advisor

Franchise Owner
Learn more about Eric Kalma Visit Eric Kalma's website
Advisor photo for Christine Fredericks

Christine Fredericks

APMA

Financial Advisor

Learn more about Christine Fredericks Visit Christine Fredericks's website


Our team

Colleen Knueppel

Colleen Knueppel

Operations Specialist

Qualifications

  • 18 years administrative support experience in the Financial Services industry.
  • 14 years experience as a Lead Senior Administrative Assistant with a Fortune 500 company.

Roles & Responsibilities

  • Oversees the care of our clients and maintains those relationships.
  • Schedule client appointments and prepare comprehensive product and portfolio performance for meetings.
  • Assist in the timely execution on all aspects of the practice that are regimented.
  • Maintain compliance with all company policies and procedures.
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