Meet Our Team
Our team approach adds perspective to all we do and provides increased benefits to our clients.
Meet Our Team
Thomas Price, MBA, CWS®, CRC®, AIFA®
Director of Wealth Management
Connor Price, CFA, ABFP®
Chief Investment Officer
Thomas Cripps, CPA
Chief Financial Officer
Matt Clarin
Chief Technology Officer
Aaron Sal, CFP®, CPA, CEPA
Wealth Advisor
Brett Bauman, CFP®
Wealth Advisor
Kerry Bean, CPA, ABV
Business Valuation Advisor
Tessa Keena, CPA
Accounting Solutions Advisor
Heather Halligan, MBA
Marketing Manager
Hillary Miller, SHRM-SCP, MBA
HR Manager
Lynette Rogell
Paraplanner
Brandon Stanyer
Enterprise Solutions Engineer
Doretta Schat-Beimers
Client Relations Associate
Nate Bryers
Investment Analyst
Sydney Kroesing
Client Relations Associate
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.