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 Calvin Rue Klem

Calvin Rue Klem

CRPC

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Calvin Rue Klem
Advisor photo for Bryan Houston

Bryan Houston

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Bryan Houston
Advisor photo for Kevin White

Kevin White

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Kevin White


Our team

Kristen Klem

Kristen Klem

Client Service Specialist

Roles & Responsibilities

  • Training for Online Tools
  • Appointment Scheduling
  • Seminars and Events
  • Advertising
  • Social Media/Website Support
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Amanda Wilmot

Client Service Specialist