Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Advisor photo for Laura L Rehbein

Laura L Rehbein

CFP®, MBA, CRPC, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Laura L Rehbein Visit Laura L Rehbein's website
Advisor photo for Jamie Wingfield

Jamie Wingfield

CRPC, APMA

Financial Advisor

Learn more about Jamie Wingfield Visit Jamie Wingfield's website


Our team

Debra Davis

Debra Davis

Operations Director,

Paraplanner
Bryan Graham

Bryan Graham

Investment Specialist,

Financial Planning Analyst
Catherine Thompson

Catherine Thompson

Executive Assistant

Alison Roth

Alison Roth

Administrative Assistant,

Marketing Specialist