About Our Team
Meet the dedicated professionals who are committed to helping you achieve your financial goals. Our team brings decades of combined experience in wealth management, financial planning, and investment strategy.
Chance Robinson
Chief Financial Strategist
Telia'Marie Robinson
Vice President
Cory Lynch
Retirement Consultant
Nicholas Gorry
Retirement Consultant
Johnny Troughton
Retirement Consultant
Derek Milligan
Retirement Consultant
Chance Alexander Robinson
Health-Care Consultant
Yvonne Cleghorn Vaughan
HR Director
Christina Reyes
Tax Specialist
Juan Carlos Leyva
Director of Marketing
Adina Monegain
Client Relations Specialist
Crystal Kratzer
Service Agent
Jada Reyes
Service Agent
Alex Sutherland
Service Agent
Kiel Lewis
Wealth Advisor
Danielle Tiblier
Transfer Specialist
Tiffany Scott
Transfer Specialist
Thomas Klantschi Cox
Paraplanner
Devin Altinkaya
Paraplanner
Joann Sulzona
Director of First Impressions
Jade Kratzer
Intern
Ready to Work With Our Team?
Schedule a consultation with one of our experienced advisors to discuss your financial goals and create a personalized strategy.