Meet Our Team

Our Financial Advisors

Ben Feldmeyer CFP^®, CDFA^®, CLTC^®

Private Wealth Advisor, Certified Financial Planner™ Practitioner, CEO

Derek Miller

Derek Miller CFP^®, CEPA^®, AIF^®, CDFA^®, CLTC^®

Private Wealth Advisor, Certified Financial Planner™ Practitioner

Alyssa Feldmeyer Miller

Alyssa Feldmeyer Miller CFP^®, CDFA^®, CLTC^®

Private Wealth Advisor, Certified Financial Planner™ Practitioner

Craig Sutherland

Craig Sutherland

Financial Advisor

Our Team

Gretchen Feldmeyer

Gretchen Feldmeyer

Marketing Manager

Ceara Zennie

Client Service Specialist

Steve West

Steve West

Investment Analyst

John Bryant

Financial Planning Specialist

Giovanni Schiavone

Giovanni Schiavone

Financial Planning Assistant

Grace Fairband

Financial Planning Specialist