Get to know my dedicated team
My staff and I truly enjoy serving our clients and getting them excited about their financial plan. 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.
Sarah Crider
Insurance Specialist
Michael Rogers
Investment Operations Associate
Get to know our network of specialists
Though we do holistic planning with families in all areas, my partners and I each have our own areas of expertise working with individuals in niche markets. If you`re looking for an advisor that understands the intricacies and nuances of your specialty field, we have a team member for you!
Joel Purcell
Financial Advisor
I enjoy helping people worry less about money by giving them a clear financial plan and the right coaching. I am a firm believer that people with a plan can have fun with their money and have peace of mind. Our team has a mission to unite marriages and strengthen the family through financial planning.
Thomas Stephen Sperber
CFP®
Principal and Private Wealth Advisor
In all situations I will make those recommendations which I would do for myself and my family if faced with a similar situation. By matching your needs with innovative solutions utilizing world-class insurance services and internationally recognized investment products, I will do my best to help you protect and provide for those people you care about most. I will work hard to build a relationship