One Parker Place
Get to know us; we’d love to get to know you.
Brittany attended the University of Wisconsin-Parkside, majoring in mathematics. While she always loved numbers, she found her true calling in team development, client relationship management, and operationsin the financial field....
Chief Investment Officer
Garrett Smith earned a Bachelor of Science in Engineering and Bioengineering from the University of Pittsburgh and doctorates in Philosophy, Business Administration, and Finance from Florida Atlantic University. Following his education...
VP of Finance, Financial Planner
Katherine earned her Bachelor’s Degree at the University of Iowa, where she developed an interest in finance. Shortly after moving back to the Stateline area to be closer to family, she serendipitously met Will and the two...
CEO & Wealth Advisor
Will Sutherland grew up in Wisconsin, where family business and entrepreneurship were the norms. He attended The University of Wisconsin Madison intending to become an attorney, but the “flying bug” took over. He pivoted...