Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

Advisor photo for Matthew Dornik

Matthew Dornik

CFP®, CFA®, CPWA®

Private Wealth Advisor

Chartered Financial Analyst®
Learn more about Matthew Dornik Visit Matthew Dornik's website
Advisor photo for Kyle Laube

Kyle Laube

CFP®

Private Wealth Advisor

Learn more about Kyle Laube Visit Kyle Laube's website
Advisor photo for Tony Schuster

Tony Schuster

CFP®, APMA

Private Wealth Advisor

Learn more about Tony Schuster Visit Tony Schuster's website


Our team

Mary Beth Gaines

Mary Beth Gaines

Client Relationship Manager

Jeff Hammer

Jeff Hammer

Operations Manager

Tanner Reising

Tanner Reising

Financial Planning Assistant

Gadise Mulat

Gadise Mulat

Financial Planning Assistant

Justin Pettit

Justin Pettit

Paraplanner