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

Laura L Rehbein

CFP®, MBA, CRPC, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Laura L Rehbein Visit Laura L Rehbein's website

Bryan Patrick Graham

Associate Financial Advisor

Financial Planning Analyst
Learn more about Bryan Patrick Graham Visit Bryan Patrick Graham's website


Our team

Debra Davis

Debra Davis

Operations Director,

Paraplanner
Catherine Thompson

Catherine Thompson

Executive Assistant

Alison Roth

Alison Roth

Administrative Assistant,

Marketing Specialist