Next-Level Guidance for Next-Level Wealth


Our goal is to provide superior client service. We believe a long-term relationship is built on the trust earned through integrity, hard work and service.

Named 2026, 2025, and 2024 Forbes Best-in-State Wealth Management Teams

Ryan Coogan, CPWA

Managing Principal
Partner

Kathryn Waters, CFP

Partner

Aaron Dusek, CIMA

Partner

Joey Plank

Senior Financial Advisor

Stephanie Brady, AAMS

Wealth Planner

Shay Stark

Senior Registered Client Associate

Jaxson Kavanagh

Client Associate

Hannah Anderson

Client Associate