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Our Team

Get to know our dedicated team

Our dedicated team is always available to handle any of your questions that may arise. Below you will find a listing of the team to help you in your time of need. We place a strong commitment on customer service. Please feel free to contact the appropriate member of our team to address your needs.

Kyle Menke CFP®, CLU®, ChFC®, CASL®, RICP®

Founder and Wealth Management Advisor

Carrie Rooney

Director of Operations

Kyle Donald Vangsness

Director of Investment Operations

Eric Isenbergh Jr

Planning Manager

Diejonia Abbott

Insurance Operations Associate

Angelina Leonetti

Chief Marketing Officer

Kevin Folliet RICP®

Director of Investment Research

Jarrett W Tsai

Investment Analyst

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