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

Advisor photo for Carey Somerville

Carey Somerville

CRPC

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 Natalie Rebman

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

Theresa Hamous

Theresa Hamous

Client Service Specialist