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About

Our Team

As your trusted team of financial advisors and wealth planning professionals, we’re excited about answering your questions, equipping you with tools, and joining you on each step of your financial planning journey. The first step in our process is getting to know you, but we all know how intimidating that first meeting can be. Let us break the ice! Get to know us better and learn why we can’t wait to help you invest in your future.

Traci Richmond, JD, CDFA®, RICP®

Branch Manager, Financial Advisor

Suzanne Scheer, JD, CLTC®

Financial Advisor

Morgan Hatten

Financial Advisor

Claire Volke​

Financial Advisor

Amy Paladini​

Director of Client Onboarding

Cecily Curtis

Financial Advisor

Melanie Ehrlich

Client Service Associate

Rooted in Education

Learn how we got started and why we love our job.