Left to right; Ali Felsenthal, Derek Retherford, Lauren Kerr, Jeremy Wetter.

Get to know my dedicated team

Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.

Photo of Derek Retherford

Derek Retherford

Photo of Director of Planning and Investment Operations Jeremy Wetter

Jeremy Wetter

CFP®, CPA

Director of Planning and Investment Operations