Our Team

Steven Adams

Financial Advisor

Nick Baldwin

Financial Advisor

Joelle Bartynski

Executive Assistant

Bill Beaird

Financial Advisor

Michael Dreyer, CPA

Financial & Tax Advisor

Lauren Golba

President & Financial Advisor

Matthew Golba, AAMS®

Chief Executive Officer & Financial Advisor

Dave Knight, CFP®

Financial Advisor

Tom Myers

Financial Advisor

Nataliya Pashchuk

Client Relations Associate

Tatyana Pashchuk

Client Relations Associate

Marc Ruemmler

Financial Advisor

Shaun Smyth CFA

Health Insurance Advisor

Jessica Vereecke

Director of Operations