Get to know my dedicated team

Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.

Photo of Managing Director Christian Schnabel

Christian Schnabel

RICP®, MBA, WMCP®

Managing Director

Christian works with affluent families and business owners to see beyond their finances. To address their goals for children's education, charitable giving and retirement planning.
Photo of Director of Operations Samantha M Sutton

Samantha M Sutton

Director of Operations