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



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


Our team

Jan Mauriello

Client Service Specialist,

Administrative Assistant

Roles & Responsibilities

  • Administrative Assistance
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Shelly Lewis

Client Service Specialist,

Administrative Assistant

Roles & Responsibilities

  • Administrative Assistance
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Debra Trowbridge

Client Service Specialist,

Administrative Assistant

Roles & Responsibilities

  • Administrative Assistance
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