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Our Team

Experienced, dedicated professionals committed to building long-term relationships and putting your best interests first.

Tim Weigel

Tim Weigel

Wealth Management Advisor

CFP®, RICP®, ChFC®, CLU®

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Nick Retzlaff

Nick Retzlaff

Operations Manager
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Samantha Annen

Samantha Annen

Client Service Associate
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Eric Parnell

Eric Parnell

Chief Market Strategist

CFA

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Nick Dalessandro

Nick Dalessandro

Senior Associate, Asset Management
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Evan Coffey

Evan Coffey

Associate, Asset Management
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