Our Team

Nick Baldwin

Financial Advisor

Emily BowenCFP®

Financial Advisor

Peter Braden

Financial Advisor

Tasha Brecht

Administrative Assistant

Michael DreyerCPA

Financial & Tax Advisor

Matthew GolbaAAMS®

Financial Advisor & Co-Founder

Lauren Golba

Financial Advisor

Harrison KennardCFP®

Financial Advisor & Co-Founder

Dave KnightCFP®

Financial Advisor

Gwynn Sharick-Elberson

Administrative Assistant

Jessica Vereecke

Office Manager