Our Team

Nick Baldwin

Financial Advisor

Emily Bowen CFP®

Financial Advisor

Peter Braden

Financial Advisor

Michael Dreyer CPA

Financial & Tax Advisor

Nick Dreyer CRPCTM

Financial Advisor

Lauren Golba

Financial Advisor

Matthew Golba AAMS®

Financial Advisor & Co-Founder

Harrison Kennard CFP®

Financial Advisor & Co-Founder

Dave Knight CFP®

Financial Advisor

Marc Ruemmler

Tasha Saganski

Administrative Assistant

Gwynn Sharick-Elberson

Administrative Assistant

Shaun Smyth CFA

Health Insurance Advisor

Jessica Vereecke

Office Manager