Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Allison O'Connor

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Allison O'Connor

Brent Kimbel

CFP®, CLU®, ChFC®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Brent Kimbel

Darin J Schubring

Financial Advisor

Learn more about Darin J Schubring

Jack Krumbach

Financial Advisor

Learn more about Jack Krumbach


Our team

Jan Davis

Jan Davis

Client Service Manager

Jenny Dickinson

Jenny Dickinson

Marketing Manager,

Event Planner