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

Lane C Gans

CFP®, CRPC

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Lane C Gans Visit Lane C Gans's website

Christopher Hultstrand

APMA

Associate Financial Advisor

Learn more about Christopher Hultstrand Visit Christopher Hultstrand's website

Derek William Steele

CFP®

Associate Financial Advisor

Learn more about Derek William Steele Visit Derek William Steele's website


Our team

Kristy de los Santos

Financial Planning Assistant