Threshold Financial Partners

Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.


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Team photo for Threshold Financial Partners
Team photo for Threshold Financial Partners

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Advisors

Carey Somerville

CRPC

Private Wealth Advisor

Visit Carey Somerville's website

Danielle M Czarapata

CDFA®

Financial Advisor

Visit Danielle M Czarapata's website

Natalie Rebman

CKA®

Financial Advisor

Visit Natalie Rebman's website

Karen DeBaker

CFP®

Financial Advisor

Visit Karen DeBaker's website


Team

Ann Kapinos

Ann Kapinos

Financial Planning Specialist

Tina Glaser

Tina Glaser

Client Relationship Manager

Lisa Oysti

Lisa Oysti

Client Service Coordinator

Tyler Schumacher

Tyler Schumacher

Paraplanner

Cody Weisnicht

Client Service Coordinator

Kearsten Calmes

Kearsten Calmes

Client Service Coordinator

Mason Schauer

Mason Schauer

Assistant