Schedule A Meeting With A Team Member

By clicking one of our scheduling buttons below, you will be able to set up a meeting with that team member. We look forward to meeting with you!

Rebecca Agamaite
Client Experience Manager & Investment Advisor Representative
Schedule with Rebecca
Melanie Chapel
Director of Payroll Services, Senior Accountant, Tax Preparer, Tax Manager & Business Consultant
Schedule with Melanie
Jenna Deets
Chief Compliance Officer & Investment Advisor Representative
Schedule with Jenna
Nathan Deets
Director of Trading, Investment Advisor Representative & Tax Preparer
Schedule with Nathan
Warren Deets
Chief Operating Officer, Investment Advisor Representative & Portfolio Strategist
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Nick Letter
Director of Financial Planning, Investment Advisor Representative & Tax Preparer
Schedule with Nick
Adam Pederson
Director of Business Consulting, Senior Accountant & Tax Preparer
Schedule with Adam
Kate Pederson
Investment Advisor Representative & Tax Preparer
Schedule with Kate
Ashley Vega
Investment Advisor Representative & Tax Preparer
Schedule with Ashley
Tyler Witt
Accountant, Business Consultant & Tax Preparer
Schedule with Tyler

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