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

Advisor photo for Anita Miller

Anita Miller

CFP®, CRPC, APMA, CEPA®

Private Wealth Advisor

Franchise Owner
Learn more about Anita Miller Visit Anita Miller's website
Advisor photo for Angela M Holt

Angela M Holt

CFP®, BFA, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Angela M Holt Visit Angela M Holt's website
Advisor photo for Hannah Hahn

Hannah Hahn

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Hannah Hahn Visit Hannah Hahn's website


Our team

Sandra Rohe

Sandra Rohe

Paraplanner

Qualifications

  • 2011 - present, Paraplanner, Ameriprise Financial
  • 2006 - present, Office Manager, Ameriprise Financial
  • 2004 - 2006, Office Assistant, Ameriprise Financial
  • Licensing: Series 7, 66 and Kansas Insurance License
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Sheryl Howard

Sheryl Howard

Office Manager

Melissa Pivonka

Melissa Pivonka

Client Relationship Manager

LeAnn Bonura

LeAnn Bonura

Client Relationship Manager