Get to know my dedicated team
Jada Wyman
Director of Operations and New Business
Jada is the lynchpin that runs the business behind the scenes. Jada has been with us since 2023 and helps to onboard new clients and service existing clients. She helps our team run efficiently and make sure our clients have the best experience possible.
Kevin Ruhl
Investment Operations Manager
Kevin helps to serve our team behind the scenes on the investment front. He works to help deliver leading edge investment strategy in conjunction with the Northwestern Mutual Wealth Management company.