Our advisors

Advisor photo for Angela (Angie) Messer

Angela (Angie) Messer

CFP®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Angela (Angie) Messer Visit Angela (Angie) Messer's website
Advisor photo for Spencer Burkert

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

Lyndsey Louder

Lyndsey Louder

Client Service Specialist

Jenna Green

Jenna Green

Business Development Specialist