Jeff Kacal, CFP®
Sr. Wealth Advisor
Rebekah Burns, MS, CFP®, ChFC®, CDFA®
Sr. Wealth Advisor
Glen Minton, CFP®
Sr. Vice President
Jordan Holland, CFP®
Regional Vice President
Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

