Our Team

Our team delivers professional experience and a relationship-focused approach, always putting your interests first.

Cindy Richey, CFP®

President

Ken Borum

Partner and Senior VP

Ryan Noble, CFP®

Partner and Wealth Manager

Dan Reiter, CFP®, CPA

Partner and Wealth Manager

Rachael Graf, CFP®

Financial Advisor and Operations Manager

Noelle Peavy

Administrative Associate

Alyssa Hon

Client Service Assistant

Patti Pluenneke

Client Service Associate

Colten Honigman

Client Service Assistant

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

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