Our Team
Meet the Professionals
A dedicated team of experienced financial professionals committed to guiding you toward your goals with integrity and expertise.
Alex Haase-Dubosc
President and Founder, Partner
With 20 years in the financial services industry, Alex has worked tirelessly to assist clients with one of the biggest financial decisions they will ever face: Retirement.
Christa Irwin
Partner, Investment Advisor
Christa brings her love of data analysis to her work as a Financial Services Professional to ensure her clients' goals are achieved.
Katrina "Katie" Hawkins
Partner, Financial Representative
Katie Hawkins has always believed that strong relationships are at the heart of helping people make meaningful decisions.
Dr. Aprille Trupiano
Partner, Financial Representative
Dr. Aprille Trupiano brings nearly three decades of financial services expertise and a PhD in Leadership and Empowerment directed at helping families nationwide protect their wealth.
Christian "Gabe" Gabrielsen
Investment Advisor, Gabrielsen Family Office
Christian "Gabe" Gabrielsen is a distinguished leader in the financial services industry, bringing over 30 years of expertise in capital raising, strategic leadership, and team management.
Our Partners
Strategic Partners
Strategic Partner