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

Anita Miller

CFP®, CRPC, APMA, CEPA®

Private Wealth Advisor

Franchise Owner
Learn more about Anita Miller Visit Anita Miller's website

Angela M Holt

CFP®, BFA, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Angela M Holt Visit Angela M Holt's website

Hannah Hahn

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Hannah Hahn Visit Hannah Hahn's website


Our team

Sandra Rohe

Sandra Rohe

Paraplanner

Qualifications

  • 2011 - present, Paraplanner, Ameriprise Financial
  • 2006 - present, Office Manager, Ameriprise Financial
  • 2004 - 2006, Office Assistant, Ameriprise Financial
  • Licensing: Series 7, 66 and Kansas Insurance License
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Melissa Pivonka

Melissa Pivonka

Client Relationship Manager

Becky Meuli

Becky Meuli

Client Service Manager

Lucas Pardo

Lucas Pardo

Intern