Our Team

Our great team of professionals are ready to help with all of your financial planning needs.

Nick Baldwin

Financial Advisor

Emily Bowen, CFP®

Financial Advisor

Peter Braden

Financial Advisor

Tasha Brecht

Administrative Assistant

Michael Dreyer, CPA

Financial & Tax Advisor

Matthew Golba, AAMS®

Financial Advisor & Co-Founder

Lauren Golba

Financial Advisor

Harrison Kennard, CFP®

Financial Advisor & Co-Founder

Dave Knight, CFP®

Financial Advisor

Gwynn Sharick-Elberson

Administrative Assistant

Jessica Vereecke

Office Manager