Our purpose is to deliver values‑based financial guidance grounded in integrity and innovation. We cultivate loyal relationships with a commitment to helping others by creating meaningful work that inspires happiness and empowers growth.

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Our advisors

Crystal Rieker

ChFC®, APMA®, BFA, CLTC®

Private Wealth Advisor

Insurance Specialist
Learn more about Crystal Rieker Visit Crystal Rieker's website

Kristy Damon

BFA

Associate Financial Advisor

Behavioral Financial Advisor
Learn more about Kristy Damon Visit Kristy Damon's website


Our team

Michelle Skorupa

Michelle Skorupa

Office Manager

Denise Coles

Denise Coles

Client Service Specialist

Brooks Schaaf

Client Service Specialist