Our advisors

Cathrine Robbins

CFP®, RICP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Cathrine Robbins Visit Cathrine Robbins's website

Michelle Renee Alberda

CFP®, CLU®, RICP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Michelle Renee Alberda Visit Michelle Renee Alberda's website


Our team

Kristina Goettel

Paraplanner

Qualifications

  • B.S. 2011, English, SUNY Oneonta, New York

  • General Securities Representative (Series 7)

  • Registered Investment Advisor Representative and Securities Agent (Series 66)

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Arushi Rajput

Arushi Rajput

Client Service Specialist

Qualifications

  • Master's in business administration, 2020

  • Bachelors in business administration, 2017

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