Insurance Planning
Planning for the unknown to mitigate risks associated with poor coverage.
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Tax-Centric Investment Planning
Tax-centric investment planning strategies aimed to grow your portfolio.
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Comprehensive Financial Planning
Comprehensive financial planning to help you reach your goals.
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Insurance Planning
Planning for the unknown to mitigate risks associated with poor coverage.
READ MORE
Tax-Centric Investment Planning
Tax-centric investment planning strategies aimed to grow your portfolio.
READ MORE
Comprehensive Financial Planning
Comprehensive financial planning to help you reach your goals.
READ MORE
Insurance Planning
Planning for the unknown to mitigate risks associated with poor coverage.
READ MORE
HAPPY AND CARING PEOPLE MAKE US BETTER
Meet Our Team
Sheri Mergenthaler CFP®, CPWA®, CDFA®
Director of Wealth Management
Sheri loves being near the water.
Jacqueline Nicholson, CPA, CFP®, PFS
Advisor
Jackie loves all things historical.
Meghan Stogbuchner
Wealth Management Assistant
Meghan enjoys traveling to Hawaii.
Dolly Suarez, CPA, CFP®
Jr. Wealth Management Advisor
Dolly played soccer growing up.
Kathleen Sulick, CPA, PFS
Senior Advisor
Kathie lives in a 100-year-old home.
Paul Abbou, CPA, CFP®, PFS
Wealth Management Advisor
Paul once worked for the FBI.
Chi Guerrero CFP®, RMA®, CIMA®
Wealth Management Advisor
Chi grew up in Washington state.
Michele Ludwig
Wealth Management Assistant
As a kid, Michele’s favorite toy was Crayons because she loved to color and…
Sheri Mergenthaler CFP®, CPWA®, CDFA®
Director of Wealth Management
Sheri loves being near the water.
Jacqueline Nicholson, CPA, CFP®, PFS
Advisor
Jackie loves all things historical.
Meghan Stogbuchner
Wealth Management Assistant
Meghan enjoys traveling to Hawaii.
Dolly Suarez, CPA, CFP®
Jr. Wealth Management Advisor
Dolly played soccer growing up.
Kathleen Sulick, CPA, PFS
Senior Advisor
Kathie lives in a 100-year-old home.
Paul Abbou, CPA, CFP®, PFS
Wealth Management Advisor
Paul once worked for the FBI.
Chi Guerrero CFP®, RMA®, CIMA®
Wealth Management Advisor
Chi grew up in Washington state.
Michele Ludwig
Wealth Management Assistant
As a kid, Michele’s favorite toy was Crayons because she loved to color and…
Sheri Mergenthaler CFP®, CPWA®, CDFA®
Director of Wealth Management
Sheri loves being near the water.
Jacqueline Nicholson, CPA, CFP®, PFS
Advisor
Jackie loves all things historical.