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.



Our advisors

Advisor photo for Dale Cebert

Dale Cebert

Private Wealth Advisor

President of Cebert Wealth
Learn more about Dale Cebert
Advisor photo for Chad Noble

Chad Noble

Financial Advisor

Vice President of Cebert Wealth
Learn more about Chad Noble
Advisor photo for Alec Thomas

Alec Thomas

CMFA®

Financial Advisor

Vice President of Cebert Wealth
Learn more about Alec Thomas
Advisor photo for Catherine Harris

Catherine Harris

CRPC, APMA

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Catherine Harris
Advisor photo for Tom Romanac

Tom Romanac

Financial Advisor

Franchise Owner
Learn more about Tom Romanac
Advisor photo for Stephen Peterson

Stephen Peterson

Financial Advisor

Learn more about Stephen Peterson
Advisor photo for David DeSantis

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
Advisor photo for Michael Fraher

Michael Fraher

MBA, ChFC®, APMA, AEP®, CRPC, CLTC®, LUTCF®

Financial Advisor

Franchise Owner
Learn more about Michael Fraher


Our team

Desirea Winchell

Desirea Winchell

Client Service Specialist

Andi Muzzillo

Andi Muzzillo

Client Service Specialist

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

Timothy Coakley

Timothy Coakley

Paraplanner

Amanda Christensen

Amanda Christensen

Administrative Assistant

Sarah Sartori

Sarah Sartori

Client Concierge