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

Sandeep Madhavan

CFP®

Private Wealth Advisor

Franchise Owner
Learn more about Sandeep Madhavan Visit Sandeep Madhavan's website

Johny Makhijani

CFP®, AAMS, APMA, CEPA®

Financial Advisor

Franchise Owner
Learn more about Johny Makhijani Visit Johny Makhijani's website

Byron Gega

Financial Advisor

Managing Partner of Merit Wealth Management
Learn more about Byron Gega Visit Byron Gega's website

Doug Peterson

Financial Advisor

Franchise Owner
Learn more about Doug Peterson Visit Doug Peterson's website

John Wende

CRPC, APMA

Financial Advisor

Learn more about John Wende Visit John Wende's website

Madison Kautzman

APMA

Financial Advisor

Learn more about Madison Kautzman Visit Madison Kautzman's website

Christine Shepherd

CRPC, APMA

Financial Advisor

Learn more about Christine Shepherd Visit Christine Shepherd's website


Our team

John Watson

John Watson

Client Service Specialist

C. Renee Soria

C. Renee Soria

Client Service Specialist

Samantha Briers

Samantha Briers

Client Relationship Manager

Kennedi Evenson

Kennedi Evenson

Marketing Manager

Lacey Rivello

Lacey Rivello

Client Service Coordinator