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Our advisors

Angela (Angie) Messer

CFP®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Angela (Angie) Messer Visit Angela (Angie) Messer's website

Spencer Burkert

CFP®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Spencer Burkert Visit Spencer Burkert's website


Our team

Sandi Wolter

Sandi Wolter

Client Service Manager

Jenna Green

Jenna Green

Business Development Specialist

Lyndsey Louder

Lyndsey Louder

Client Service Specialist