Our Team

Carina L. Moreland

Financial Consultant



Carina started in the Finance Industry in 2005 and holds a degree in business management from Northwood University – Florida. Since 2010, she has qualified for the Series 7, Series 63, Series 65 and Series 24 exams,

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Joseph Coleman

Administrative Associate



Joseph (Joey) graduated from Madison Area Technical College with a degree in Business Management.
Joey plays an important role in assisting with account maintenance and administrative support ...

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Alex Spoerle

Marketing & Communications Specialist



Alex oversees our marketing and communications activities. Her background in the financial industry and experience from the variety of roles held adds great value to our team. A 2018 graduate from...


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