With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

Christopher P Moore

CFP®, APMA

Private Wealth Advisor

Franchise Owner
Learn more about Christopher P Moore Visit Christopher P Moore's website

Steve Sandkuhler

CFP®, APMA

Financial Advisor

Investment Manager
Learn more about Steve Sandkuhler Visit Steve Sandkuhler's website

Mark Etter

CFP®, APMA

Financial Advisor

Learn more about Mark Etter Visit Mark Etter's website

Brett Thomas

Associate Financial Advisor

Learn more about Brett Thomas Visit Brett Thomas's website

Jeana Born

APMA

Associate Financial Advisor

Investment Specialist
Learn more about Jeana Born Visit Jeana Born's website

Elizabeth Holtzman

CRPC

Associate Financial Advisor

Financial Planning Analyst
Learn more about Elizabeth Holtzman Visit Elizabeth Holtzman's website

Robert Veenstra

APMA, CRPC

Associate Financial Advisor

Investment Specialist
Learn more about Robert Veenstra Visit Robert Veenstra's website

Joel Henline

MBA, APMA

Associate Financial Advisor

Learn more about Joel Henline Visit Joel Henline's website

Lee Morris

Associate Financial Advisor

Learn more about Lee Morris Visit Lee Morris's website

Tonja Rutsey

CFP®, AAMS

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Tonja Rutsey Visit Tonja Rutsey's website

Tracie Luley

AAMS

Associate Financial Advisor

Financial Planning Specialist
Learn more about Tracie Luley Visit Tracie Luley's website