Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.


Our advisors

Advisor photo for Carey Somerville

Carey Somerville

CRPC, APMA®

Private Wealth Advisor

Learn more about Carey Somerville Visit Carey Somerville's website
Advisor photo for Danielle M Czarapata

Danielle M Czarapata

CDFA®

Financial Advisor

Learn more about Danielle M Czarapata Visit Danielle M Czarapata's website
Advisor photo for Karen DeBaker

Karen DeBaker

CFP®, APMA®

Financial Advisor

Learn more about Karen DeBaker Visit Karen DeBaker's website
Advisor photo for Tyler Schumacher

Tyler Schumacher

APMA®

Associate Financial Advisor

Learn more about Tyler Schumacher Visit Tyler Schumacher's website


Our team

Ann Kapinos

Ann Kapinos

Financial Planning Specialist

Alycia Rodman

Alycia Rodman

Assistant

Kearsten Calmes

Kearsten Calmes

Client Service Coordinator

Cody Weisnicht

Cody Weisnicht

Client Service Coordinator

Kerry Getzloff

Client Relationship Coordinator

Caleb Paluch

Assistant

Terri Verhagen

Client Relationship Coordinator