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

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