Our Team

Anna McKinnon

Client Service Associate

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

Marc Ruemmler

Financial Advisor

Shaun Smyth CFA

Health Insurance Advisor

Jessica Vereecke

Director of Operations