
Matthew Blocki, CFP®, RICP®, ChFC®
CEO & Wealth Advisor

Stephanie Bogden, MBA, WMCP®
COO & CCO

Erik Kaminski
Creative Director

Marie King
Executive Assistant

Christopher Pavcic
Wealth Advisor

Ben Ruttenberg, CFP®
Wealth Advisor

Jamison Smith
Wealth Advisor

Nick Stonesifer, CFP®, ChFC®
Portfolio Manager

Jordan Fediaczko
Director of Investment Operations
Matthew Blocki, CFP®, RICP®, ChFC®
CEO & Wealth Advisor
Stephanie Bogden, MBA, WMCP®
COO & CCO
Erik Kaminski
Creative Director
Marie King
Executive Assistant
Christopher Pavcic
Wealth Advisor
Ben Ruttenberg, CFP®
Wealth Advisor
Jamison Smith
Wealth Advisor
Nick Stonesifer, CFP®, ChFC®
Portfolio Manager
Jordan Fediaczko
Director of Investment Operations