With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Advisors

Wendy Davidson

CRPC, CLTC®

Financial Advisor

Franchise Owner
Visit Wendy Davidson's website


Team

Erin Corbett

Erin Corbett

Client Service Manager

Catina "Tina" Hinken

Catina "Tina" Hinken

Client Service Specialist

Kim Krogul

Financial Planning Specialist