Our Team

Nick Baldwin

Financial Advisor

Josh Bilisko

Internal Trading and Research Analyst

Emily Bowen CFP®CFP®

Financial Advisor

Peter Braden

Financial Advisor

Tasha Brecht

Administrative Assistant

Michael Dreyer CPACPA

Financial & Tax Advisor

Nick Dreyer

Financial Advisor

Lauren Golba

Financial Advisor

Matthew Golba AAMS®AAMS®

Financial Advisor & Co-Founder

Harrison Kennard CFP®CFP®

Financial Advisor & Co-Founder

Dave Knight CFP®CFP®

Financial Advisor

Ryan Moore

Financial Advisor

Gwynn Sharick-Elberson

Administrative Assistant

Jessica Vereecke

Office Manager

Jim Wiaduck CIMA®CIMA®

Financial Advisor