Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for The Volkers Group
Team photo for The Volkers Group

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Our advisors

Advisor photo for Kyle Volkers

Kyle Volkers

APMA®, CRPC

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Kyle Volkers Visit Kyle Volkers's website
Advisor photo for Sonya Doty

Sonya Doty

APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Sonya Doty Visit Sonya Doty's website
Advisor photo for Mel Krueger

Mel Krueger

APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Mel Krueger Visit Mel Krueger's website


Our team

Jan Mauriello

Jan Mauriello

Client Service Specialist,

Administrative Assistant

Roles & Responsibilities

  • Administrative Assistance
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Shelly Lewis

Shelly Lewis

Client Service Specialist,

Administrative Assistant

Roles & Responsibilities

  • Administrative Assistance
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Debra Trowbridge

Debra Trowbridge

Client Service Specialist,

Administrative Assistant

Roles & Responsibilities

  • Administrative Assistance
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