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Stacey W. Brailean, FCSI, CFP®, CIM
Senior Wealth Advisor
Over 30 years of Wealth Management experience
Works with clients to build and preserve wealth
Values developing meaningful long term client relationships
Brent Paterson, CFP®, BA
Financial Advisor
Believes in providing exceptional service for every client
Dedicated to helping clients align all their financial matters
Committed to working together with clients to build a path to financial success
Derek Boe, BComm, CFP®, FMA, FCSI
Wealth Advisor
Believes mutual respect and trust are the keys to building long-term relationships
Has the knowledge and experience to make rational decisions and avoid key mistakes
Loves coming to the office every day and is truly passionate about his work
Marielee Reddekop, CPA, CMA
Wealth Advisor
Over twenty years of experience as a CPA, CMA and wealth advisor
Integrity and a deep desire to help her clients reach their goals
Enjoys developing long-term relationships with multi-generational clients
Charlie McCrystal, BBA
Financial Advisor
Over 12 years industry experience all with Assante
Unique ability to simplify complex issues
Focused on aligning investment portfolios with client specific goals
Jackson J. Brailean, CFP®, CLU®, CIM®
Wealth Advisor
Employs a people-first approach
Values integrity and finding the right solution for each client
Committed to building long-term relationships
Barb Hutchison
Executive Associate
Extensive procedure and service knowledge
Embraces and values client relationships
Strong compliance background
Jill Donhauser
Service Manager
Bachelors of Business Administration – Finance
Coordinating processes so that we deliver a high level of service to our clients
Working on her Certified Financial Planner designation