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Our Team

Experienced, dedicated advisors committed to building long-term relationships and putting your best interests first.

Experienced, dedicated advisors committed to building long-term relationships and putting your best interests first.

April Breheim

April Breheim

Founder, Financial Advisor

Series 7, 63 & 65

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Sheri Sorensen

Sheri Sorensen

Financial Advisor

RICP®, Series 6, 7, 63 & 66

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Emily Parker

Emily Parker

Client Service Specialist
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Crystal Sluga

Crystal Sluga

Client Service Specialist
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Eric Parnell, CFA

Eric Parnell, CFA

Chief Market Strategist

CFA

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Nick Dalessandro

Nick Dalessandro

Senior Associate, Asset Management
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Evan Coffey

Evan Coffey

Associate, Asset Management
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Drew Nemeth

Drew Nemeth

Director of Compliance & Operations

Series 6, 7, 24, 63 & 65

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