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Michele Ludwig
Wealth Management Assistant
As a kid, Michele’s favorite toy was Crayons because she loved to color and…
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Paul Abbou, CPA, CFP®, PFS
Wealth Management Advisor
Paul once worked for the FBI.
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Sheri Mergenthaler CFP®, CPWA®, CDFA®
Director of Wealth Management
Sheri loves being near the water.
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Jacqueline Nicholson, CPA, CFP®, PFS
Advisor
Jackie loves all things historical.
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Chi Guerrero CFP®, RMA®, CIMA®
Paraplanner
Chi grew up in Washington state.
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Meghan Stogbuchner
Wealth Management Assistant
Meghan enjoys traveling to Hawaii.
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