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.


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Team photo

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Advisors

Kyle M Segelle

MBA, CFP®, APMA

Private Wealth Advisor

Visit Kyle M Segelle's website

Kelly Cenatiempo

APMA

Financial Advisor

Visit Kelly Cenatiempo's website

Rob Cotter

Financial Advisor

Visit Rob Cotter's website

Chad Frizzell

Financial Advisor

Visit Chad Frizzell's website

Brooke Shaw

CFP®

Financial Advisor

Visit Brooke Shaw's website