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.



Our advisors

Francisco Armada

CRPC, APMA

Private Wealth Advisor

Learn more about Francisco Armada

Kaitlin Schaengold

CFP®, MBA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Kaitlin Schaengold

Brian Howland

CFP®, CFA®

Financial Advisor

Investment Manager
Learn more about Brian Howland

Megan L Tiemeier

CFP®

Associate Financial Advisor

Client Concierge
Learn more about Megan L Tiemeier

Michael Vennemeyer

CFP®, CRPC, APMA

Associate Financial Advisor

Learn more about Michael Vennemeyer


Our team

Mary Janet Kallmeyer

Mary Janet Kallmeyer

Client Service Manager

Qualifications

  • Notary
  • Bachelor of Business Administration, University of Houston

Roles & Responsibilities

  • Supports new business administration, account maintenance and client service inquiries
  • Completes money movement requests and bank drafts
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Kanishka Arora

Kanishka Arora

Client Service Coordinator

Roles & Responsibilities

  • Supports new business administration and account maintenance initiatives
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Kate Puentes

Assistant

Roles & Responsibilities

  • Primary point of contact for all scheduling initiatives for the practice
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Cynthia Grow

Cynthia Grow

Administrative Assistant

Roles & Responsibilities

  • Serves as immediate point of contact for all clients and guests entering the office, while providing support to new business administration and concierge services.
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Drew Tuchfarber

Drew Tuchfarber

Paraplanner

Qualifications

  • Series 7 Securities License

  • Series 66 Securities License

Roles & Responsibilities

  • Supports the development of financial planning and asset management strategies.
  • Assists with the execution of transactions and money movement initiatives.
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