Meet The Team
Experience the
Power of our Services
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention-from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
At our firm, we have the client-and only the client-in mind.
Our Team

Stephen Engro
President, CCO

Eric Zipfel
Senior Vice President

Mark Diamond
Senior Vice President

Brandon Sherbert, COO
Investment Advisor Representative

August Payne "GUS"
Senior Relationship Manager

Oliver Matison
Financial Planner Associate

Susan Gray
Director of Client Services

Melissa Wheeler
Senior Operations Specialist

Erin Blackwell
Client Services

Stephen Centurioni
Senior Trader

Bob Moses
Chartered Financial Consultant

Franci Moses
Employee Benefits Specialist
