Team

 
  • Christopher Bialke, CRPS®, CRPC®

    Partner

  • Oren (O.J.) Bottoms

    Partner

  • Anthony Sacchetti, CFP®, MA, CPA*

    Registered Representative

  • Daniel Rabideaux

    Registered Representative

  • Jeremy Bateman, CFP®

    Asset Management Strategist

  • Kris Curnow

    Operations Manager

  • Alyssa Droste, FPQP™

    Planning Specialist

  • Wendy Holtan

    Administrative Assistant

  • Mercedeez Samson

    Office Manager