Our Why:
To Humanize Finance
How We Do It:
By using our experience and knowledge to help you achieve your life goals
What We Do:
Work with you to understand your goals and implement financial strategies tailored to your needs
Michael McConachie, CFP®, CRPC®, AIF®
Founder, Investment Director, Financial Advisor and Financial Planner
Faris Nagle, CFP®
Partner, Financial Advisor and Financial Planner
Shawn Wermerskirchen, CASL®
Partner, Financial Planner
Ron Koehler, ChFC®, LUTCF®
Partner, Financial Planner, Financial Services Executive, Investment Advisor Representative
William J. Sloan ChFC®, CLU®
Partner, Financial Advisor
Schuyler C. Woodhull III
Financial Services Representative and Financial Planner
Emma Snell
Client Relationship Manager
Lucas Ciabattoni, CFA
Investment Director
Dana Rose
Financial Services Professional
Bobbi Johnson
Administrative Support Team Member
Maddy Lavalle
Intern
Andrew Thomas
Intern
Ann Wettergren
Personal Marketing Assistant to Shawn Wermerskirchen
Toni Koehler
Personal Assistant to Ron Koehler