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Meet Our Team

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Thomas Price

Thomas Price, MBA, CWS®, CRC®, AIFA®

Director of Wealth Management

Connor Price

Connor Price, CFA, ABFP®

Chief Investment Officer

Doretta Schat-Beimers

Doretta Schat-Beimers

Client Relations Associate

Sydney Kroesing

Sydney Kroesing

Client Relations Associate

Nate Bryers

Nate Bryers

Investment Analyst

Speak to a Professional

If you believe you could benefit from working with a financial professional, let’s review yours goals to see if you’re a good match for our practice.

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