Skip to main content

Your Team

Our team genuinely cares about your success and peace of mind, so we walk your financial journey right alongside you. We view our work with clients as a partnership, and we collaborate constantly to help you accomplish your goals. We’re always available to answer questions, address concerns, and empower you with knowledge as you move closer to your vision of success.

Kurt Patrick Rupprecht CFP®, RICP®, ChFC®, CASL®, CLU®

Partner and Private Wealth Advisor

Jason A Colenda CFP®, WMCP®

Partner and Private Wealth Advisor

Brendan Tracz CFP®

Partner and Private Wealth Advisor

Mark Siciliano CLU®

Partner and Financial Advisor

David Seager CLU®, ChFC®

Partner and Private Wealth Advisor

Scott A Schiavone CFP®

Partner and Private Wealth Advisor

Mark Adams CFP®

Partner and Private Wealth Advisor

Briana Masu

Chief Experience Officer

Katie McAree

Director of Insurance

Nic Martin CFP®, WMCP®, CIMA®

Director of Investments

Robin L Christman

Client Service Advisor

Chris Romero RICP®

Client Service Advisor

Marcelo Dorado

Financial Planning Analyst

Veronica Khek

Operations Associate