With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

Susan Johnsen

CFP®

Financial Advisor

Learn more about Susan Johnsen Visit Susan Johnsen's website

Ryan Arrowsmith

MBA, APMA

Associate Financial Advisor

Learn more about Ryan Arrowsmith Visit Ryan Arrowsmith's website


Our team

Jennifer Giesick

Jennifer Giesick

Client Service Specialist