The Road Map For Your
Financial Future

Our priority is helping you take care of yourself and your family. Our Financial Advisors want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the foundation of our success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you browse our site, send our Financial Advisors a note regarding any questions you may have about particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Connect with our financial advisors

Meet Your Wealth Management Team

Susan Wieck

Susan Wieck, CFP®

Wealth Advisor

Ryan Sepede

Ryan Sepede

Wealth Advisor

Steve Ranson

Steve Ranson

Operations Manager

Elle Shirzad

Elle Shirzad

Client Experience Specialist

Lily Armstrong

Lily Armstrong

Receptionist

We’re here for you!

Over the past 8 years, we have helped nearly 1,000 professionals across 24 different states with their wealth management and financial planning goals. 

Financial Planning

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Wealth Management

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Your Wealth Management Team

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Our Philosophy

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LET US HELP PLAN
YOUR FUTURE AND CONTACT US TODAY!

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