Meet the Team Behind TriPoint Wealth

We've had an amazing journey coming to where we are today. We are confident that we can provide professional and effective financial guidance. Please don't hesitate to contact us if you need to schedule an appointment or have a question about a policy or account. 

Photo of Founder and President David J Siegel

David J Siegel

CFP®, CLU®, ChFC®, RICP®

Founder and President

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Photo of Director of Financial Planning Christopher M Ballerano

Christopher M Ballerano

Director of Financial Planning

Photo of Investment Operations Associate Erin Caldwell

Erin Caldwell

Investment Operations Associate

Photo of Financial Planning Associate Serena Craven

Serena Craven

CFP®

Financial Planning Associate

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Talia Polmann

Service Coordinator

Photo of Scarlett Sadler

Scarlett Sadler

Get to know our network of specialists

Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.

Photo of Financial Advisor Joseph Rodgers

Joseph Rodgers

CFP®

Financial Advisor

Photo of Financial Representative Vincent Andrea

Vincent Andrea

Financial Representative