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There are so many financial products in the market, and so choosing the ones that best meet your needs can be complicated.
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Our Team
Learn more about our amazing team of professionals.

Gordon J. Bernhardt
CFP®, AIF®
President and Founder

Timothy S. Koehl
AAMS®, CFP®
Principal

Solon Vlasto
CFP®, CDFA™
Principal

Bonnie Maingault
Director of Operations

Kent D. Davis
Associate Advisor
CPA, PFS, CFP®

Cameron Farbotko
Associate Advisor
MBA, CFP®

Olivia Lee
Trading and Operations Associate
CFP®

Catherine F. Jimenez
Client Service Associate II

Carol Dreistadt
Client Service Associate I
