Our Team
Shawn Sabelhaus
Principal and Advisor
Joy Huval
General Manager
Geraldine Lacombe
Office Administrator
Abel Garcia
SVP, Risk Management
Paul Keeton
VP, Advisory Solutions
Hilary Pluemer
Director of Practice Management
Nicole Marsh, CFP®
Account Manager
Advisor Marketing & Communications
Erin Marshall
Products and Services Specialist
Caryn Borden
Operations and Services Manager