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Our Team

Our team is composed of credentialed individuals and others who provide attentive, detailed, support that enables us to deliver a consistent, excellent experience for every client. Our goal is that no detail is overlooked. Together, we work not only to steward the trust of our clients, but also to empower them to understand their current financial standing and how to achieve their future goals.

Martin T Cappelle CFP®, CLU®, ChFC®, RICP®

Wealth Management Advisor

Nicolas W Kruchko CFP®

Financial Advisor

Emily L Laricchia CFP®

Associate Wealth Management Advisor

Carrie A Wolak

Director of Operations and Client Service

Lexi R Ciontea

Associate Financial Representative