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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 & Wealth Management Advisor

Carrie Rooney

Director of Operations

Kyle Donald Vangsness CFP®, ChFC®

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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