We think of our clients as part of the family.

Our Team

We have the best team dedicated to doing the very best for you, your family and your future. We think of our clients as part of the family. We’ll be there when you need us, whether for a friendly cup of coffee, to talk through a life change, to answer questions, or to share our favorite Parisian restaurant for your next trip to Europe.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

John Bellman

John Bellman, CFP®

Senior Client Advisor, Partner

Brian DeBels

Brian DeBels, CIMA®

Director of Investments, Senior Client Advisor, Partner

Stacy Horton

Stacy Horton

Director of Operations & Trading

Rebecca Kaprocki

Rebecca Kaprocki

Operations & Client Services

Susie Langdon

Susie Langdon

Marketing Manager

Austin Miller

Austin Miller

Client Advisor

Carol Muller

Carol Muller

Operations & Client Services

Michelle Norton

Michelle Norton

Client Service Associate

Morgan Shepherd

Morgan Shepherd

Client Service Manager

Greg Swanson

Greg Swanson, CFP®

Senior Client Advisor, Partner

Amy Ullrich

Amy Ullrich

Client Service Manager

Steven Wright

Steven B. Wright, AWMA®, RPA®

Senior Client Advisor, Partner

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.