Our advisors

Teresa Mulinazzi Kempf

CFP®

Private Wealth Advisor

Franchise Owner
Learn more about Teresa Mulinazzi Kempf Visit Teresa Mulinazzi Kempf's website

K Meisel

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about K Meisel Visit K Meisel's website


Our team

Sandie Swaggerty

Sandie Swaggerty

Client Relationship Manager,

Marketing Specialist
James D. Azeltine

James D. Azeltine

Operations Manager

Tony Kempf

Tony Kempf

Operations Director

Gretchen Stove

Gretchen Stove

Financial Planning Assistant

Torri Kempf

Torri Kempf

Administrative Assistant