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 Thomas Fox

Thomas Fox


Private Wealth Advisor

Learn more about Thomas Fox
Advisor photo for Paul Rampetsreiter

Paul Rampetsreiter


Financial Advisor

Learn more about Paul Rampetsreiter Visit Paul Rampetsreiter's website

Our team

Jean Theiste

Jean Theiste

Client Service Coordinator

Lara Rampetsreiter

Lara Rampetsreiter

Marketing Specialist