Our advisors

Advisor photo for Rick Ochterbeck

Rick Ochterbeck

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Rick Ochterbeck Visit Rick Ochterbeck's website
Advisor photo for Chris Black

Chris Black

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Chris Black Visit Chris Black's website


Our team

Lynne Webb

Client Service Coordinator

Rebecca Ashburn

Client Service Coordinator

Debbie Stefanucci

Client Service Coordinator

Alex Ochterbeck

Assistant