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

Advisor photo for Eddie Zeiter

Eddie Zeiter

AAMS, APMA

Private Wealth Advisor

Learn more about Eddie Zeiter
Advisor photo for Brian Hoekman

Brian Hoekman

MBA, CFP®, APMA

Financial Advisor

Learn more about Brian Hoekman
Advisor photo for Kristin Smith

Kristin Smith

CFP®, APMA

Financial Advisor

Financial Planning Specialist
Learn more about Kristin Smith


Our team

Adrienne B. Skiles

Adrienne B. Skiles

Business Development Manager

Tiffany Mousseau

Tiffany Mousseau

Paraplanner,

Operations Manager
Angela Penera

Angela Penera

Administrative Assistant