Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

Ricci Elnicki

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Ricci Elnicki Visit Ricci Elnicki's website

Leah White

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Leah White Visit Leah White's website

Carol J Sutter

CFP®, ChFC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Carol J Sutter Visit Carol J Sutter's website


Our team

Kelsey Perrine

Kelsey Perrine

Client Service Specialist

Lyndi Craft

Financial Planning Assistant