Broker Check

Meet Our Advisors

Michael Angier

Mike Angier, CFP®

Senior Wealth Advisor

Irene  Self

Irene Self, CFP®

Senior Wealth Advisor

Kyle Walker

Kyle Walker

Wealth Advisor

Meet Our Team

Emily Van Houck

Emily Van Houck

Client Relationship Manager

Yolanda Hidalgo

Yolanda Hidalgo

Client Services Coordinator

Scott Coolbaugh

Scott Coolbaugh

Client Relationship Manager/Wealth Advisor

Nico Hofheins

Nico Hofheins

Client Service Specialist