Meet Our Team

Our team approach is designed to build trust, support integrity, and ensure continuity for a long-lasting,

extraordinary client relationship.

GINGER WEBER, CFP®

President, Principal, Financial Advisor

WAYNE CALDWELL, CFP®

Chairman Of Board, Principal

RON ROSS, PhD

Principal, Financial Advisor

JOHN GLOOR

Principal, Financial Advisor

TERESA CONLEY, CFP®

Principal, Vice President, Advisor

JEREMY SORCI, CFP®, AFIM™

Financial Advisor

FRANCOISE CRANDELL

Financial Advisor

YARROW MITCHELL

Office Manager

KYLA ORR

Investment Administrator

TERESA SOLLOM

Client Service Associate

MARY MIZERA

Investment Administrator

KIRA WEBER

Client Service Associate

CARLA J. SIMPSON, FPQP™

Associate Advisor, Retirement Plan Specialist

MICHAEL DAVIS

Investment Administrator