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.



Our advisors

Carey Somerville

CRPC

Private Wealth Advisor

Learn more about Carey Somerville Visit Carey Somerville's website

Danielle M Czarapata

CDFA®

Financial Advisor

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

Karen DeBaker

CFP®

Financial Advisor

Learn more about Karen DeBaker Visit Karen DeBaker's website

Natalie Rebman

CKA®

Financial Advisor

Learn more about Natalie Rebman Visit Natalie Rebman's website


Our team

Ann Kapinos

Ann Kapinos

Financial Planning Specialist

Tina Glaser

Tina Glaser

Client Relationship Manager

Lisa Oysti

Lisa Oysti

Client Service Coordinator

Justin Rebman

Justin Rebman

Operations Director

Tyler Schumacher

Tyler Schumacher

Paraplanner

Mason Schauer

Mason Schauer

Assistant

Kearsten Calmes

Kearsten Calmes

Client Service Coordinator