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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

Thomas Cripps

Thomas Cripps, CPA

Chief Financial Officer

Matt Clarin

Matt Clarin

Chief Technology Officer

Kerry Bean

Kerry Bean, CPA, ABV

Business Valuation Advisor

Tessa Keena

Tessa Keena, CPA

Accounting Solutions Advisor

Heather Halligan

Heather Halligan, MBA

Marketing Manager

Brandon Stanyer

Brandon Stanyer

Enterprise Solutions Engineer

Doretta Schat-Beimers

Doretta Schat-Beimers

Client Relations Associate

Nate Bryers

Nate Bryers

Investment Analyst

Sydney Kroesing

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.

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