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Our Team

A WEALTH MANAGEMENT TEAM BUILT FOR YOUR SUCCESS

It takes a multi-disciplinary team of experts to professionally grow, manage, and help protect your wealth. As a highly credentialed group of dedicated individuals, our team has specialized skills and experiences that enable us to work for your best interests with precision, unsurpassed passion, and integrity.

Jason Robert Tiede CFP®, ChFC®, CLU®

Founder & Wealth Management Advisor

Sep Harandi CLTC®, MLS

Co-Founder and Partner

Amanda Tiede

Chief Strategy Officer

Lori A Andino

Director of Insurance Operations and Services

Elizabeth Pierson B.S.

Director of Client Relations and Marketing

Aidan Kohl B.S.

Director of Investment Operations

Nandini Gaggenapalli

Client Service Manager