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 Steven Frederick

Steven Frederick

Private Wealth Advisor

Learn more about Steven Frederick
Advisor photo for John Becker

John Becker

CFP®, CRPC, APMA

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about John Becker
Advisor photo for Angela Monateri

Angela Monateri

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Angela Monateri
Advisor photo for Adam McClain

Adam McClain

CRPC, APMA

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Adam McClain
Advisor photo for Jeanette Anne Cable

Jeanette Anne Cable

APMA

Financial Advisor

Learn more about Jeanette Anne Cable
Advisor photo for Julie Nootbaar

Julie Nootbaar

Financial Advisor

Learn more about Julie Nootbaar
Advisor photo for Alanah Rodriguez

Alanah Rodriguez

APMA

Financial Advisor

Learn more about Alanah Rodriguez
Advisor photo for Sarah Canitia

Sarah Canitia

APMA

Financial Advisor

Learn more about Sarah Canitia


Our team

Molly Miller

Molly Miller

Office Manager,

Administrative Assistant
Kamile Shuman

Kamile Shuman

Operations Manager

Taylor Bahm

Taylor Bahm

Client Service Specialist