Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Our advisors

Kyle Volkers

Kyle Volkers

APMA®, CRPC®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
Learn more about Kyle Volkers Visit Kyle Volkers's website
Mel Krueger

Mel Krueger

Financial Advisor

Learn more about Mel Krueger Visit Mel Krueger's website
Sonya Doty

Sonya Doty

Financial Advisor

Learn more about Sonya Doty Visit Sonya Doty's website

Our team

Linda Jackson

Client Service Specialist

Benjamin Volkers

Administrative Assistant,

Assistant

Roles & Responsibilities

  • Accounting
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Jan Mauriello

Client Service Specialist

Shelly Lewis

Client Service Specialist