About Us
We understand that individuals face unique financial challenges at every stage of life. Together, we can help take the mystery out of finding your ideal tomorrow.
Resources
Our team is connected with leading experts in all areas of wealth management, including investment management, tax planning and more.
Our Services
What You Need is What We Do. Every client’s financial goals, situation and personal investment preferences are unique.
Kellie Rixse, CRPS®, CDFA®
Senior Vice President, Financial Advisor
Jeff Todd, CMFC®, AAMS®
Senior Vice President, Financial Advisor
Carissa Guernsey
Client Specialist
Kayla Kashevarof
Branch Operations Assistant
John Dixon
Client Assistant