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, Advisor

WAYNE CALDWELL, CFP®

Principal, Chairman of the Board

RON ROSS, PhD

Principal, Advisor

JOHN GLOOR

Principal, Advisor

TERESA CONLEY, CFP®

Vice President, Principal, Advisor

JEREMY SORCI, CFP®, AFIM™

Principal, Advisor

FRANCOISE CRANDELL

Advisor

YARROW MITCHELL

Business & Human Resources Manager

CARLA J. SIMPSON, FPQP™

Associate Advisor, Retirement Plan Specialist

KYLA ORR

Associate Advisor

MICHAEL DAVIS

Associate Advisor

SHAMAL STEGEMAN

Operations Specialist

TERESA SOLLOM

Investment Administrator

MARY MIZERA

Investment Administrator

KIRA WEBER

Client Service Associate