Our Team

Steven Adams

Financial Advisor

Nick Baldwin

Financial Advisor

Joelle Bartynski

Executive Assistant

Michael Dreyer, CPA

Financial & Tax Advisor

Matthew Golba, AAMS®

Chief Executive Officer & Financial Advisor

Lauren Golba

President & Financial Advisor

Dave Knight, CFP®

Financial Advisor

Tom Myers

Financial Advisor

Tatyana Pashchuk

Client Relations Associate

Shaun Smyth CFA

Health Insurance Advisor

Marc Ruemmler

Financial Advisor

Jessica Vereecke

Director of Operations

Nataliya Pashchuk

Client Relations Associate