Our Team

Experience The Power Of Collaboration

Working together, our team is pleased to provide clients with comprehensive financial planning and personalized wealth management. Every individual strength represented and each professional expertise provided is made stronger by the bonds of shared values. Throughout the office, respect is evident and care is taken to ensure that all voices are heard. 

Using this time-tested approach, we harness the power of collaboration to provide client-first service and sound advice to all our clients. It also makes our journey together fun and helps foster an enduring future for all. 

Meet Our Team

Caroline Alabach Portrait
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Ben Allen-White Portrait
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Kristin Artman Portrait
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Sandra Barnes Headshot Portrait Closeup
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Rachel Bentfield Headshot Portrait
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Amber Billeter Headshot Portrait
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Edward Bradley Portrait
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Nhat Bui Portrait
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Joann Byerly Portrait
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Thy Chu Portrait
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Rebecca Crimmins Portrait
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Phil Crow Portrait
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Cathie Felix Portrait
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Teigen Fraker Headshot Portrait
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Brian Frederick Headshot Portrait
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Shanel Konzelman
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Tyrel Lacey Headshot Portrait
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Devin Loughlin Portrait
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Brandon Matthews Portrait
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Trevor Marston Portrait
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Vandana Nair Portrait
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Rory O_Sullivan Headshot Portrait
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Megan Palmer Headshot Portrait
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Megan Parker Headshot Portrait
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Kathleen Petrich Portrait
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Lisa Pettinato Portrait
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Brady Redington Portrait
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Andy Rodgers Headshot Portrait Closeup
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Chase Sallade Portrait
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James Schacht Headshot Portrait
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Jay See Portrait
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Chris Selvar Headshot Portrait
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Anna Shea Headshot Portrait Closeup
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Marta Shen Portrait
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Kevin Skogen Headshot Portrait
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Tiffany Solack Headshot Portrait
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Brent Soloway Portrait
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Kyle Spitzer Portrait
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Ryan Strecker Portrait
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Jeremy Taylor Headshot Portrait
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Denise Treat Portrait
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Stephen Urbock Portrait
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Alicia Webb Portrait
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