Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for The Phelps Group
Team photo for The Phelps Group

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Our advisors

Advisor photo for Ronald Phelps

Ronald Phelps

CMFA®, CRPS

Private Wealth Advisor

Managing Director
Learn more about Ronald Phelps
Advisor photo for Forrest Gilbertson

Forrest Gilbertson

APMA®

Financial Advisor

Vice President
Learn more about Forrest Gilbertson


Our team

Wendy Campbell

Wendy Campbell

Client Service Associate,

Client Relationship Specialist
Michelle Zebrowski

Michelle Zebrowski

Registered Client Service Associate