Our Team

Team Members In

Advisors

Chris Fencl

CFP®

Director, Wealth Advisor

Austin Fields

CPA, Series 65

Vice President, Wealth Advisor

Connor Fife

Associate Director, Wealth Advisor

Phillip Friedman

Director, Wealth Advisor

Martin Gaganelov

Series 66, Series 7

Associate Director, Associate Wealth Advisor

Sara Gans

CFP®, ChFC®

Senior Director, Wealth Advisor

Callie Geist

CFP®, J.D., MBA

Vice President, Wealth Advisor

Zach Gerber

CFP®

Associate Director, Wealth Advisor

Carlos Gonzalez

Vice President, Wealth Advisor

Kelley Grace

CPA

Senior Vice President, Wealth Advisor