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.

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Our advisors

Kristi Van Vleck

MBA, BFA, CRPC, CDFA®

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Kristi Van Vleck Visit Kristi Van Vleck's website

Chelsea McGraw

BFA

Financial Advisor

Behavioral Financial Advisor
Learn more about Chelsea McGraw Visit Chelsea McGraw's website


Our team

Ariel Ahlers

Ariel Ahlers

Financial Planning Assistant,

Client Concierge
Peyton Van Vleck

Peyton Van Vleck

Intern,

Administrative Assistant