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

Michael Ryan

CFP®, CRPC, ChFC®, RICP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Michael Ryan

Nicholas Ternes

CFP®, CRPC, CIMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Nicholas Ternes

Aimee Sybrant

CFP®, BFA, APMA, CLTC®, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Aimee Sybrant

Matthew Davis

CRPC

Financial Advisor

Learn more about Matthew Davis Visit Matthew Davis's website

Peter Vogel

CFP®, CRPS, APMA

Financial Advisor

Learn more about Peter Vogel


Our team

Jett Lakari, CRPC™

Jett Lakari, CRPC™

Financial Planning Assistant

Qualifications

  • CRPC

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Brenda Meeks

Brenda Meeks

Client Service Coordinator,

Marketing Specialist
Tricia Ryan, MBA

Tricia Ryan, MBA

Practice Manager

Matthew Wahl, CRPC™

Matthew Wahl, CRPC™

Financial Planning Assistant

Qualifications

  • CRPC

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Tommy Steffen

Tommy Steffen

Financial Planning Assistant