Our advisors

Daniel J Ruediger

CFP®, CRPC, AAMS, APMA

Private Wealth Advisor

Business Financial Advisor
Learn more about Daniel J Ruediger Visit Daniel J Ruediger's website

Casey Norton

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Casey Norton Visit Casey Norton's website

Ryan Price

CFP®, ChFC®, CLU®, CRPC, APMA

Financial Advisor

Learn more about Ryan Price Visit Ryan Price's website

Matthew Zuniga

CRPC, APMA

Financial Advisor

Learn more about Matthew Zuniga Visit Matthew Zuniga's website

Simon Rupard

CFP®, CRPC, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Simon Rupard Visit Simon Rupard's website

Kyle Townsend

APMA, CRPC

Associate Financial Advisor

Learn more about Kyle Townsend Visit Kyle Townsend's website

Matt Molnar

CFA®

Financial Advisor

Learn more about Matt Molnar Visit Matt Molnar's website


Our team

Joseph Kapp

Joseph Kapp

Operations Director

Wesley Upton

Wesley Upton

Financial Planning Analyst

Qualifications

  • CFP

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Rolf Veenstra

Rolf Veenstra

Financial Planning Analyst

Qualifications

  • CFP®

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Mason Arnold

Mason Arnold

Financial Planning Analyst

Luke Schwarz

Luke Schwarz

Financial Planning Analyst

Rachel Bird

Rachel Bird

Client Relationship Manager

Anjian Zhu

Anjian Zhu

Financial Planning Analyst