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Who We Are

Our team exists to impact the lives of clients far beyond their expectations. We are the catalyst that moves people to action, helping them make their dreams and intentions reality. Our mastery, commitment to excellence, genuine care and deep rooted relationships with our clients sets us apart and we are proud to be an active and integrated part of our clients' lives.

This is a team effort!

Below, you can get to know our team. Collectively, we work very hard to deliver a thorough, educational, positive experience to all of our clients.


Rachel Marie Thorngate

Financial Advisor

Desiree N Ortiz CLU®, ChFC®

Wealth Management Advisor

Alexander Flaa

Investment Operations Associate

Hannah Harder

Director of Operations

Jennifer Bocker

Director of Insurance Operations