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.


Our advisors

Bob Welle

CFP®

Private Wealth Advisor

Franchise Owner
Learn more about Bob Welle Visit Bob Welle's website

Zachary Blalack

Financial Advisor

Managing Partner of Falcon Ridge Wealth Management
Learn more about Zachary Blalack Visit Zachary Blalack's website

William Anderson

CFP®

Financial Advisor

Managing Partner of Falcon Ridge Wealth Management
Learn more about William Anderson Visit William Anderson's website


Our team

Alyssa Black

Administrative Assistant

Rockie McCall-Friesen

Client Relationship Manager

Ryan DiLorenzo

Client Relationship Manager

Brandon Eyre

Client Relationship Manager