Broker Check

Meet Your Team

At our firm, it’s all about you.

It’s understandable why you may want to know who you will be working with, what credentials and licenses we have or the roles each of our team members play in working with you. Meet our team below. We are ready to serve you.

My Team

Carrie Dick

Carrie Dick, AIF®, CPFA®

President, Wealth Advisor

Micah Crabdree

Micah Crabdree, CFP®, CRPS®, CPFA®

Regional Vice President, Wealth Advisor

Heidi Oakley

Heidi Oakley, AIF®

Associate Advisor

Ryan Fanizza

Ryan Fanizza

Associate Advisor

Cynthia Boyes

Cynthia Boyes

Director of First Impressions

Nichole Chabot, FPQP®

Nichole Chabot, FPQP®

Operations Associate

Carla Gladden

Carla Gladden

Client Service Associate

Levon Arabian

Levon Arabian

Client Services Associate

Erin Litchfield, FPQP®

Erin Litchfield, FPQP®

Client Service Associate

Pamela Kaye

Pamela Kaye

Client Experience Administrator

Bill Stewart

Bill Stewart,AIF®

Financial Advisor, Employee Benefit Specialist

Dylan  Justice

Dylan Justice, CEPA®

Client Services Associate

Michelle Spicer

Michelle Spicer

Community Education and Marketing Manager