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 Matt Robins

Matt Robins

CRPC, APMA

Private Wealth Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Matt Robins Visit Matt Robins's website
Advisor photo for Nick Stamatis

Nick Stamatis

CRPC, CMFC, CLTC®, APMA

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Nick Stamatis Visit Nick Stamatis's website
Advisor photo for Joe Creecy

Joe Creecy

CRPC, APMA

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Joe Creecy Visit Joe Creecy's website
Advisor photo for Adam Neelly

Adam Neelly

APMA

Financial Advisor

Learn more about Adam Neelly Visit Adam Neelly's website
Advisor photo for Drew Britt

Drew Britt

APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Drew Britt Visit Drew Britt's website
Advisor photo for Nolan Phillips

Nolan Phillips

APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Nolan Phillips Visit Nolan Phillips's website
Advisor photo for Tate Lamastus

Tate Lamastus

CFP®, APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Tate Lamastus Visit Tate Lamastus's website
Advisor photo for Ted Macri

Ted Macri

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Ted Macri Visit Ted Macri's website


Our team

Audrey Riggs

Audrey Riggs

Client Service Manager

Roles & Responsibilities

  • Audrey is responsible for managing calendars, organizing office work flow, and consistently providing client relationship support.
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Amy Coleman

Amy Coleman

Client Relationship Manager

Roles & Responsibilities

  • Amy is responsible for scheduling client service meetings, coordinating client events, and advancing the overall client experience.
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Jessica Hockenbery

Jessica Hockenbery

Financial Planning Specialist

Roles & Responsibilities

  • Jessica is responsible for assisting in all financial planning needs, including client information updates, data entry, and financial planning reports.
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Kelley Rolfsen

Kelley Rolfsen

Financial Planning Specialist

Roles & Responsibilities

  • Kelley is responsible for assisting in all financial planning needs, including client information updates, data entry, and financial planning reports.
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Kimberly Combs

Kimberly Combs

Client Relationship Manager

Roles & Responsibilities

  • Kim is responsible for all office operations, accounting, and infrastructure.
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Calynn Gigant

Calynn Gigant

Operations Specialist

Roles & Responsibilities

  • Calynn is responsible for assisting in all financial planning needs, including client information updates, data entry, and financial planning reports.
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Shannon Stamatis

Shannon Stamatis

Marketing Specialist

Roles & Responsibilities

  • Shannon is responsible for all things marketing, including client appreciation events, birthdays, anniversaries and life events.
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Ryan Metz

Ryan Metz

Operations Specialist

Roles & Responsibilities

  • Ryan is responsible for assisting in all financial planning needs, including client information updates, data entry, and financial planning reports.
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Gabriel Shabat

Gabriel Shabat

Investment Manager

Kyatt Byrd

Kyatt Byrd

Operations Specialist

Roles & Responsibilities

  • Kyatt is responsible for assisting in all financial planning needs, including client information updates, data entry, and financial planning reports.
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Dawn Harwell

Dawn Harwell

Practice Manager

Nate Mosakowski

Nate Mosakowski

Operations Manager