Our Team

Steven Adams

Financial Advisor

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