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

Sandy Misenheimer

BFA, CMFA®, CRPC

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Sandy Misenheimer Visit Sandy Misenheimer's website

Devon Mertz

APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Devon Mertz Visit Devon Mertz's website

Hilary Bracken

CFP®

Associate Financial Advisor

Paraplanner
Learn more about Hilary Bracken Visit Hilary Bracken's website


Our team

Catherine Mercado

Catherine Mercado

Operations Director

Personal Intro

15 year Anniversary with Ameriprise Financial

Roles & Responsibilities

  • Meeting scheduling & reminders, Compliance, Technology, Social-Media, Events, Webinars,
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Cassandra Wells

Cassandra Wells

Client Service Manager

Roles & Responsibilities

  • New Client On Boarding, Meeting Preparation, Meeting Follow up, Client Support
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