Our Team

 
  • David Schaper, CRPC®, AWMA®

    President / Wealth Manager

  • Brent Kanitra, CFP®

    Financial Consultant | LPL Financial Advisor

  • Mark Poitras

    Vice President | LPL Financial Advisor

  • Olabisi Oduguwa

    LPL Financial Advisor

  • Dan Andrew, CFP®

    Operations Manager / Wealth Manager

  • Steven Lakso, CFP®

    LPL Financial Advisor

  • April Martinez, FPQP®

    Client Service Specialist