Our advisors

Advisor photo for Daniel J Ruediger

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
Advisor photo for Casey Norton

Casey Norton

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Casey Norton Visit Casey Norton's website
Advisor photo for Ryan Price

Ryan Price

CFP®, ChFC®, CLU®, CRPC, APMA

Financial Advisor

Learn more about Ryan Price Visit Ryan Price's website
Advisor photo for Matthew Zuniga

Matthew Zuniga

CRPC, APMA

Financial Advisor

Learn more about Matthew Zuniga Visit Matthew Zuniga's website
Advisor photo for Simon Rupard

Simon Rupard

CFP®, CRPC, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Simon Rupard Visit Simon Rupard's website
Advisor photo for Kyle Townsend

Kyle Townsend

APMA, CRPC

Associate Financial Advisor

Learn more about Kyle Townsend Visit Kyle Townsend's website
Advisor photo for Matt Molnar

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