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

Shaun Spaid

CFP®, MBA, ChFC®, CRPC

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Shaun Spaid

Erika Heredia Link

CFP®, CRPC, APMA

Financial Advisor

Learn more about Erika Heredia Link


Our team

Jeff Houser

Jeff Houser

Client Service Associate