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Your Team

We are always striving to meet and exceed the expectations of our clients. We hope you will feel confident contacting all members of our team with your questions, concerns or requests. We are dedicated to providing exceptional client service and will respond to your inquiry promptly.

Armen Sevag Khadiwala CLU®

Founder and Private Wealth Advisor

Nicholas A. Langefels J.D., MBA

Founder and Private Wealth Advisor

Kurt D Bethke ChFC®, CLU®

Partner and Private Wealth Advisor

Jessica R Archey

Director of Operations

Benjamin Wood CFP®

Private Wealth Lead Advisor

Taylor S Derrisaw CIMA®

Portfolio Manager

Brandon Luebcke

Client Service Associate

Alaina Lia-Chu Wong

Client Service Associate

Barb Larson

Director of Insurance Operations and Services

Amanda M Morrish

Executive Assistant

Nipa N Patel

Executive Assistant