We strive to inspire confidence, reduce stress and help clients simplify their financial lives.

Our team's mission is to provide an outstanding client experience with ongoing financial planning, advice and customized strategies to help clients pursue a successful outcome through teamwork, values and integrity.


Our advisors

Deniz Franke

CFP®, APMA, CLTC®

Private Wealth Advisor

Franchise Owner
Learn more about Deniz Franke Visit Deniz Franke's website

Michael J Franke

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Michael J Franke Visit Michael J Franke's website

Jeffrey Miller

APMA, ChFC®, CLU®

Private Wealth Advisor

Learn more about Jeffrey Miller Visit Jeffrey Miller's website

Jeffrey C Franke

Financial Advisor

Registered Principal Delegate
Learn more about Jeffrey C Franke Visit Jeffrey C Franke's website

Anthony Zollman

APMA

Financial Advisor

Learn more about Anthony Zollman Visit Anthony Zollman's website

William Schmidt

APMA

Financial Advisor

Learn more about William Schmidt Visit William Schmidt's website

Jan Shull

APMA

Financial Advisor

Learn more about Jan Shull Visit Jan Shull's website

Greg Hickman

RICP®

Financial Advisor

Learn more about Greg Hickman Visit Greg Hickman's website

Andrew Mark Pick

APMA

Financial Advisor

Learn more about Andrew Mark Pick Visit Andrew Mark Pick's website

Bianca D Rowland

APMA

Financial Advisor

Learn more about Bianca D Rowland Visit Bianca D Rowland's website

Garrett Miller

CFP®, APMA

Financial Advisor

Learn more about Garrett Miller Visit Garrett Miller's website


Our team

Danielle Snyder

Danielle Snyder

Business Development Manager,

Marketing Consultant
Ann Goemaat

Ann Goemaat

Client Concierge

Michelle Ciccone

Michelle Ciccone

Client Service Specialist

Anthony Rosazza

Anthony Rosazza

Client Service Specialist

Emily Plock

Emily Plock

Financial Planning Specialist

Jack Haverland

Jack Haverland

Financial Planning Specialist

Erin Venn

Erin Venn

Client Service Specialist

Kali Powers

Kali Powers

Client Service Specialist