Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.

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Team photo

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Our advisors

Steven Ballard

JD, CFP®, CRPC, AWMA®, AAMS®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Steven Ballard Visit Steven Ballard's website

Steven Nelson

CRPC, AAMS®

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Steven Nelson Visit Steven Nelson's website


Our team

Betsy Westphal

Betsy Westphal

Paraplanner

Qualifications

  • Series 7 Security Registration
  • Series 66 Security Registration
  • Life and Health Insurance
  • Over 14 years of experience
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Luke Ballard

Luke Ballard

Client Service Coordinator

Roles & Responsibilities

  • Financial planning support
  • Prep and follow-up for meetings
  • Schedule client appointments
  • Manage calendars for financial advisors
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