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

Francisco Armada

CRPC, APMA

Private Wealth Advisor

Learn more about Francisco Armada

Kaitlin Schaengold

CFP®, MBA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Kaitlin Schaengold

Brian Howland

CFP®, CFA®

Financial Advisor

Investment Manager
Learn more about Brian Howland

Megan L Tiemeier

CFP®

Associate Financial Advisor

Client Concierge
Learn more about Megan L Tiemeier

Michael Vennemeyer

CFP®

Associate Financial Advisor

Learn more about Michael Vennemeyer


Our team

Tariq Maiden

Tariq Maiden

Investment Specialist

Qualifications

  • Holds a Series 7 License
  • Holds a Series 63 License
  • Holds a Health and Life Insurance License
  • Bachelor of Arts, University of Cincinnati

Roles & Responsibilities

  • Manages trading desk for all transactions
  • Supports analysis and development of investment planning objectives
  • Supports client concierge objectives including account maintenance and money movement requests
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Mary Janet Kallmeyer

Mary Janet Kallmeyer

Client Service Coordinator

Qualifications

  • Notary
  • Bachelor of Business Administration, University of Houston

Roles & Responsibilities

  • Supports new business administration, account maintenance and client service inquiries
  • Completes money movement requests and bank drafts
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Diane Dunivant

Diane Dunivant

Administrative Assistant

Qualifications

  • Notary

Roles & Responsibilities

  • Serves as immediate point of contact for all clients and guests entering the office, while providing support to new business administration and concierge services
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