Our Team

Team Members In

Advisors

Brandon Schwab

MBA, AWMA, CPWA

Senior Director, Wealth Advisor

Kirill Semenov

CFP®

Senior Director, Wealth Advisor

Kathryn Senn

CFP®

Associate Director, Wealth Advisor

Selene Serkland

CFP®

Director, Wealth Advisor

Danielle Serlin

CFP®, CRPC®

Director, Wealth Advisor

Christian Seybert

CFP®

Associate Director, Wealth Advisor

Larry Shetler

CFP®

Senior Director, Wealth Advisor

Avery Slotsve

CFP®

Senior Associate, Associate Wealth Advisor

Andrew Smith

Vice President, Wealth Advisor

Gee Smith

MBA

Principal, Senior Strategic Advisor