With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

Punnarin Koy

Financial Advisor

Franchise Owner
Learn more about Punnarin Koy Visit Punnarin Koy's website

Steven Schmidt

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Steven Schmidt Visit Steven Schmidt's website


Our team

Samantha "Sam" Welch

Samantha "Sam" Welch

Administrative Assistant

Amber Cunningham

Amber Cunningham

Administrative Assistant