Meet the Team

, Meet the Team

Greg Wambolt

Owner / Senior Wealth Management Advisor
, Meet the Team

Andrew Jenkins

Managing Director of Planning and Investments
, Meet the Team

Cindy Alvarez

Senior Wealth Management Advisor
, Meet the Team

Jeff Wambolt

Chief Compliance Officer/Chief Operations Officer
, Meet the Team

Regina Franz

Director of Operations
, Meet the Team

Shelby McGuire

Wealth Management Advisor
, Meet the Team

Kelly Fraser

Senior Wealth Management Advisor
, Meet the Team

Giulia Silva

Junior Wealth Management Planner
, Meet the Team

Lindsey Miller

Portfolio Manager
, Meet the Team

Jovi Rodriguez

Junior Wealth Management Advisor & Analyst
, Meet the Team

Kara Fontaine

Executive Administrative Assistant
, Meet the Team

Kevin Ehlers

Attorney and Estate Planning
, Meet the Team

John Seevers

Certified Public Accountant
, Meet the Team

Tammy L. White

Financial Planner & Tax Preparer
, Meet the Team

Deb Gentile

Accountant
, Meet the Team

Jackie Mack

Marketing Specialist

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