Meet our team

Professionals who listen to your needs

We work together to achieve your goals

Our team of highly qualified investment professionals are here to support you in managing your wealth. They will help you choose the products best suited to your needs.

We are driven by our passion for helping individuals and businesses build and protect their wealth so that they can leave a lasting legacy.

Our team of experts

Senior Wealth Advisor & Portfolio Manager

Derek Arnott, CIM

Senior Wealth Associate

Brittany Hengen, CIM, CFP

Senior Wealth Associate

Sarah Smith

Wealth Associate

Ethan Wingerak

Wealth Associate

Contact us

Get contact information for our team members and find out where our offices are.