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