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.



Advisors

Douglas Gehrke

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Douglas Gehrke's website

George Myers

Financial Advisor

Visit George Myers's website


Team

Rebecca Read

Rebecca Read

Practice Manager