Meet The Team

We believe in empowering our clients with financial knowledge and confidence to help them pursue their life goals. Using customized, goal-oriented investment strategies, we will work with you to create a strategy that works for you.

Tony Hinz, CRPS®

Financial Advisor
Partner

Jody Starr, CFP®

Financial Advisor
Partner

Anthony Schnuelle, AAMS®

Financial Advisor
Partner

Ben Kidder, CRPS®

Financial Advisor
Partner

Gina Weise

Senior Registered Client Associate

Casey Plessel

Senior Registered Client Associate

Jill Karlin

Senior Registered Client Associate

Rachael Cloutier

Senior Client Associate