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

Steven Frederick

Private Wealth Advisor

Learn more about Steven Frederick

John Becker

CFP®, CRPC, APMA

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about John Becker

Angela Monateri

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Angela Monateri

Adam McClain

CRPC, APMA

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Adam McClain

Jeanette Anne Cable

APMA

Financial Advisor

Learn more about Jeanette Anne Cable

Julie Nootbaar

Financial Advisor

Learn more about Julie Nootbaar

Alanah Rodriguez

APMA

Financial Advisor

Learn more about Alanah Rodriguez

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