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

Allison O'Connor

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Allison O'Connor

Brent Kimbel

CFP®, CLU®, ChFC®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Brent Kimbel

Darin J Schubring

Financial Advisor

Learn more about Darin J Schubring

Jack Krumbach

Financial Advisor

Learn more about Jack Krumbach


Our team

Jan Davis

Jan Davis

Client Service Manager

Jenny Dickinson

Jenny Dickinson

Marketing Manager,

Event Planner