Pursuing Excellence

Our Team

We are a team of well-trained wealth advisors and associates committed to giving our best to clients every day. We believe in taking ownership of our decisions and transactions, and maintaining accountability within our office as we work together on your behalf.
Ben Loeffler
CPWA®, CPFA®, CRPC
President
Aric Light
CIMA®, FRM®
Senior Analyst
Nicholas Hoogendyk
CPFA®
Financial Advisor
Jacqueline Kabel
CFP®
Senior Wealth Management Client Associate
Sierra Merrick
Client Associate
Sarah Cloke
Executive Assistant
Brett Jacobson
Relationship Manager
Vince Hourigan
Relationship Manager

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