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Samantha FitzgeraldFinancial Planner
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Wes Gallenberger, CFP®Financial Planner
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Quincy Gerrits, CFP®Financial Planner
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Alexa SchulzeFinancial Planner
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Charlie Tocco, CPATax
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Candace Varner, CPATax, Partner
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Carly Olson, JDLegal
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Daniel Sprout, JDLegal, Partner
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Jennifer HaynieOperations
Services Offered
- Comprehensive Wealth Management
- Investment Management
- Tax Preparation & Planning
- Trusts & Estate Planning
- Financial Planning
- Retirement Planning
- Insurance
- International Services
Meet Your Team

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Once we receive your inquiry, a team member will be in touch to set up your free, no obligation consultation within one business day.