We want you to experience the best of both worlds: the personal, one-on-one guidance of a small, dedicated team as well as the full collective expertise and wisdom of our entire firm. To deliver you comprehensive planning at the highest level, we’ve carefully curated a team of specialists who each bring a passion for providing top-shelf customer service. We look forward to working hand-in-hand to help you achieve your greater goals.


Sabrina L Breitenbach CFP®, APMA®, CRPC®, MSPFP
Operations Manager















Daniel Sikand CFP®, CIMA®, WMCP®, CLU®, ChFC®
Investment Specialist

