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

Brooks Staples

Financial Advisor

Chief Executive Officer of Four Winds Advisor Group
Learn more about Brooks Staples

Julie Ziegler

MBA

Financial Advisor

Learn more about Julie Ziegler

Eric Lleva

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Eric Lleva

Abebi Stafford

BFA

Financial Advisor

Learn more about Abebi Stafford


Our team

Yvonne Kleis

Yvonne Kleis

Client Service Coordinator

Kari Lleva

Kari Lleva

Marketing Consultant