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 Kristen Wenaas

Kristen Wenaas

CRPC

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Kristen Wenaas Visit Kristen Wenaas's website


Our team

Jacob Barfield

Jacob Barfield

Investment Specialist

Patrick Southard, CRPC™, APMA™

Patrick Southard, CRPC™, APMA™

Operations Specialist,

Chartered Retirement Planning Counselor™

Qualifications

  • Chartered Retirement Planning Counselor™ (CRPC™)

  • Accredited Portfolio Management Advisor™ (APMA™)

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