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

Josh Brakel

CRPC

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Josh Brakel Visit Josh Brakel's website

Ben Rollins

Financial Advisor

Franchise Owner
Learn more about Ben Rollins Visit Ben Rollins's website

Chris Stone

CFP®, CRPC

Financial Advisor

Learn more about Chris Stone Visit Chris Stone's website


Our team

James McLaughlin

James McLaughlin

Operations Manager

Personal Intro

Portland Office

Roles & Responsibilities

  • RMD's - Required Minimum Distributions
  • Money Movement
  • Unsolicited trades & Liquidations
  • Client Data Updates
  • Data & Statement Requests
  • Life Insurance & Annuity
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Mindy Bebout

Mindy Bebout

Client Service Specialist

Roles & Responsibilities

  • Money Movement
  • Beneficiary Updates
  • Client Data Updates
  • Data Requests
  • Estate Settlements
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Mike Stepan

Mike Stepan

Practice Manager

Janet Miletta

Janet Miletta

Client Service Specialist

Blake Pedersen

Blake Pedersen

Paraplanner

Emily Miletta

Emily Miletta

Client Service Specialist