Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for Compelling Wealth Advisors
Team photo for Compelling Wealth Advisors

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Our advisors

Advisor photo for Allison O'Connor

Allison O'Connor

CFP®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Allison O'Connor
Advisor photo for Brent Kimbel

Brent Kimbel

CFP®, CLU®, ChFC®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Brent Kimbel
Advisor photo for Darin J Schubring

Darin J Schubring

Financial Advisor

Learn more about Darin J Schubring
Advisor photo for Jack Krumbach

Jack Krumbach

Financial Advisor

Learn more about Jack Krumbach


Our team

Jan Davis

Jan Davis

Client Service Manager

Jenny Dickinson

Jenny Dickinson

Marketing Manager,

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