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Team photo

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Our advisors

Daniel Stella

CFP®, ChFC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Daniel Stella Visit Daniel Stella's website

Benjamin Johnshoy

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Benjamin Johnshoy Visit Benjamin Johnshoy's website

John Wolkerstorfer

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about John Wolkerstorfer Visit John Wolkerstorfer's website

Simon Store

APMA®

Financial Advisor

Learn more about Simon Store Visit Simon Store's website


Our team

Shannon Johnshoy

Shannon Johnshoy

Financial Planning Specialist

Qualifications

  • Series 7
  • Series 66
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Amy Lundstrom

Amy Lundstrom

Client Service Manager

Marcus Schaller

Marcus Schaller

Financial Planning Specialist,

CERTIFIED FINANCIAL PLANNER™ professional

Qualifications

  • CFP

  • APMA

  • Series 7

  • Series 63

  • Series 65

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Andrea Naples-O'Mara

Andrea Naples-O'Mara

Financial Planning Assistant

Zhiia Smith

Zhiia Smith

Administrative Assistant

Brayden Belk

Client Service Coordinator

Pamela Beckman

Operations Manager

Paula Merritt

Administrative Assistant