With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.

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Team photo

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Our advisors

Carey Somerville

CRPC, APMA®

Private Wealth Advisor

Learn more about Carey Somerville Visit Carey Somerville's website

Natalie Rebman

CKA®

Financial Advisor

Learn more about Natalie Rebman Visit Natalie Rebman's website

Karen DeBaker

CFP®, APMA®

Financial Advisor

Learn more about Karen DeBaker Visit Karen DeBaker's website

Danielle M Czarapata

CDFA®

Financial Advisor

Learn more about Danielle M Czarapata Visit Danielle M Czarapata's website

Tyler Schumacher

Associate Financial Advisor

Learn more about Tyler Schumacher Visit Tyler Schumacher's website


Our team

Ann Kapinos

Ann Kapinos

Financial Planning Specialist

Kearsten Calmes

Kearsten Calmes

Client Service Coordinator

Cody Weisnicht

Cody Weisnicht

Client Service Coordinator