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

James Spach

MBA, CFP®, CEPA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about James Spach Visit James Spach's website

Charissa Spach

MBA, CFP®, CDFA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Charissa Spach Visit Charissa Spach's website

Andrew Miller

MBA, CFP®

Associate Financial Advisor

Learn more about Andrew Miller Visit Andrew Miller's website

Heghine Kirakosyan

MBA, CFP®

Associate Financial Advisor

Learn more about Heghine Kirakosyan Visit Heghine Kirakosyan's website

Mark Stickney

CFP®, BFA, APMA

Associate Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Mark Stickney Visit Mark Stickney's website

Christa Redman

Associate Financial Advisor

Learn more about Christa Redman Visit Christa Redman's website


Our team

Taylor Johnson

Taylor Johnson

Investment Manager

Qualifications

  • CIMA®, APMA®

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Kalena Teufel

Kalena Teufel

Investment Specialist

Qualifications

  • MSAF ®

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Linda Arriola

Linda Arriola

Operations Specialist,

Marketing Specialist

Qualifications

  • MBA ®

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Kimberly Johnson

Kimberly Johnson

Client Service Manager

Nancy Clayton

Nancy Clayton

Client Service Manager

Rose Baker

Rose Baker

Client Service Coordinator