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Meet the Team

You have individual experiences and unique hopes and dreams. Our dedicated team offers the expertise needed to provide a full view of the wealth management landscape. Our highly credentialed, experienced team has an approach that is detail-oriented and dedicated to personalized service for each client. We are here to ensure your planning is aligned with your goals, needs, and vision for the future.

Benjamin Holte CFP®, WMCP®

Lead Advisor

Anne Aslan

Investment Operations Manager

James Broderick CFP®

Director of Investments

Christopher Castellanos

Investment Operations Associate

Karen J Oberempt CLU®

Director of Insurance Operations

Patricia Koprivec

Executive Assistant

Chris Young

Lead Research Analyst

Christopher Zrowka

Practice Manager