Our advisors

Scott Knaffla

Scott Knaffla

CFP®, BFA, ChFC®, APMA®

Private Wealth Advisor

Managing Partner
Learn more about Scott Knaffla Visit Scott Knaffla's website
Kristina Behrens

Kristina Behrens

APMA®

Financial Advisor

Marketing Specialist
Learn more about Kristina Behrens Visit Kristina Behrens's website
Cindy Negri

Cindy Negri

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Cindy Negri Visit Cindy Negri's website

Our team

Kevin Negri

Kevin Negri

Business Development Director,

Investment Specialist
Angela Abbott

Angela Abbott

Operations Director,

Client Relationship Manager
Christine Newhouse

Christine Newhouse

Client Service Coordinator,

Marketing Manager
Syrea McDonald

Syrea McDonald

Client Service Specialist