Our Team

Team Members In

Advisors

Danielle Serlin

Director, Wealth Advisor

Christian Seybert

CFP®

Associate Director, Wealth Advisor

Larry Shetler

CFP®

Senior Director, Wealth Advisor

Avery Slotsve

Senior Associate, Associate Wealth Advisor

Andrew Smith

Vice President, Wealth Advisor

Gee Smith

MBA

Principal, Senior Strategic Advisor

Isabel Song

CFP®, CIMA®, CTFA

Senior Director, Wealth Advisor

Ryan Spaude

CFP®, Series 65, Series 7

Senior Vice President, Wealth Advisor

Melissa Stagman

CPA

Senior Director, Tax Advisor

Tiffany Stover

CFP®

Director, Wealth Advisor