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Our Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Meet Our Team

Advisors & Staff

Tyler Ackerman

Tyler Ackerman

Client Service Specialist

Bill  Kitchel

Bill Kitchel

Financial Advisor

Advisors, Staff, and Strategic Advisors

Bob  Bensman

Bob Bensman

HNW Estate Planning

Danny Dolgin

Danny Dolgin

Life Insurance Specialist

Traci  Eisner

Traci Eisner

Case Design Specialist

Robert  Friedman

Robert Friedman

Long Term Care Insurance Specialist, retired

Bill   Gimbel

Bill Gimbel

Strategic Advisor-Corporate & Group Benefits Specialist-Not affiliated with Basecamp/Kestra

Brett  Jacobs

Brett Jacobs

Strategic Advisor, 401(K) Specialist

Shreeda Patel

Shreeda Patel

Life Insurance Underwriting

Jeffrey  Stensland

Jeffrey Stensland

Strategic Advisor, Annuity Specialist

Rosemarie  Weinstein

Rosemarie Weinstein

Strategic Advisor, Personal Lines, Home & Auto-Not affiliated with Basecamp/Kestra

Our Partners at KIM (Kestra Investment Management)

Kara Murphy

Kara Murphy, CFA

President, Chief Investment Officer

Derek Schug

Derek Schug, CFA

Senior Vice President, Head of Portfolio Management

Brandon Coonse

Brandon Coonse, CFA

Head of Business and Sales Strategy

Victoria Balser

Victoria Balser

Head of Marketing and Client Experience Strategy

Justin Helou

Justin Helou

Director, Overlay Trading