Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Simply Sophisticated Wealth Planning Team
Keith C. Piscitello, CFP®; CRPC®; CPFA® MBA
Lead Financial Planner/Founder
Bailey Piscitello
Chief Happiness Officer
Investment Committee
Arild Holm, CFA
Investment Committee Member*
James Wessels, CPA/PFS, CFA
Investment Committee Member*
Jared Sutton, CFA CFP®
Investment Committee Member*
Sean Phillips, CFA
Investment Committee Member*
Accounting
Morgan Hackett
Controller*
Financial Planning
Emily Tripp
Financial Planning Associate*
Matt Boehnke, CFP®
Director of Financial Planning
Michael Berry , CFP®
Financial Planner
Insurance Solutions
Andrew Jensen
Risk Management Solutions*
Trust, Estate, Business & Tax Planning
Eric Johnson, JD*, CPA, CLU, ChFC
Trust, Estate, Business & Tax Planning**
Retirement Plan Servicing
Wendy Lilly
Retirement Plan Services*
Senior Relationship Manager
Julie Jones
Senior Relationship Manager*
Client Operations
Kim Pegg
Senior Operations Associate*
Micaela Chase
Director of Client Operations*
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.