With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.

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Our advisors

Dale Cebert

ChFC®, CLU®, CASL®

Private Wealth Advisor

President of Cebert Wealth
Learn more about Dale Cebert

Alec Thomas

CMFA®

Financial Advisor

Vice President of Cebert Wealth
Learn more about Alec Thomas

Catherine Harris

CRPC, APMA®

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Catherine Harris

Tom Romanac

APMA®, CMFA®, CRPC

Financial Advisor

Franchise Owner
Learn more about Tom Romanac

Stephen Peterson

Financial Advisor

Learn more about Stephen Peterson

David DeSantis

APMA®

Associate Financial Advisor

Learn more about David DeSantis

Mark Dickerson

CFP®, ChFC®, CDFA®

Financial Advisor

Learn more about Mark Dickerson Visit Mark Dickerson's website


Our team

Briana Scovack

Briana Scovack

Client Service Specialist

Martha Moss

Martha Moss

Client Concierge

Heather Widmann

Heather Widmann

Client Service Specialist

Justin Rosasco

Justin Rosasco

Operations Specialist

Julie Thomas

Julie Thomas

Business Development Director

Amanda Griffor

Amanda Griffor

Client Service Specialist

Amanda Christensen

Amanda Christensen

Client Service Specialist

Angela Blansett

Angela Blansett

Client Concierge

Shelby Cebert

Shelby Cebert

Client Service Specialist

Deborah Jordan

Client Concierge

Victoria Thomas

Client Service Specialist