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Our Team

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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

Wealth Advisor

Over twenty-five years of experience as a CPA 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 Sembaluk, CFP

Associate Financial Advisor

Bachelors of Business Administration – Finance
Coordinating processes so that we deliver a high level of service to our clients
Creating financial plans for clients that deliver long-term results