Our Team

Shawn Sabelhaus 
Principal and Advisor

Joy Huval
General Manager

Geraldine Lacombe
Office Administrator

Rob Coulter
Chief Compliance Officer, Director of Risk

Paul Keeton
Managing Director, Investment and Advisory Solutions

Hilary Pluemer
Managing Director, Advisor Services

Katie Mohan
Marketing Manager

Eric Corder 
Products and Services Specialist

Tamekia Thompson
Operations Manager