Our Mission: To deliver peace of mind to our clients and to empower their visions of tomorrow


Our advisors

Mike Wincek

Financial Advisor

Managing Director
Learn more about Mike Wincek Visit Mike Wincek's website

James Pekelder

Financial Advisor

Managing Director
Learn more about James Pekelder Visit James Pekelder's website

Dave Casteel

CFP®

Financial Advisor

Associate Vice President
Learn more about Dave Casteel Visit Dave Casteel's website

Justin Bostic

Financial Advisor

Associate Vice President
Learn more about Justin Bostic Visit Justin Bostic's website

Scott Prai

CFP®

Financial Advisor

Learn more about Scott Prai Visit Scott Prai's website

Sharon Hyer

Financial Advisor

Vice President
Learn more about Sharon Hyer Visit Sharon Hyer's website

Debbie Alvarado

Registered Practice Associate

Learn more about Debbie Alvarado Visit Debbie Alvarado's website

Lynn B Nepple

RICP®, AAMS

Registered Practice Associate

Learn more about Lynn B Nepple Visit Lynn B Nepple's website