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 Patricia Koogler

Patricia Koogler

CPA, CRPC, CLTC®

Private Wealth Advisor

Franchise Owner
Learn more about Patricia Koogler Visit Patricia Koogler's website
Advisor photo for Josh Dean

Josh Dean

CFP®, AIF®, CRPC

Associate Financial Advisor

Learn more about Josh Dean Visit Josh Dean's website
Advisor photo for William Solan

William Solan

Associate Financial Advisor

Learn more about William Solan Visit William Solan's website


Our team

Joseph Nesselrodt

Joseph Nesselrodt

Client Service Coordinator

Marie Blackard

Marie Blackard

Operations Manager

Rachael Rodgers

Rachael Rodgers

Client Service Specialist