Our Team

• 25 Years professional finance experience

I have been in the Financial Services Industry for 25 years. I received my Business Management Degree from Northern Michigan University and also hold CFP, ChFC, CRPC designations.

I became a financial planner because I have always had a passion for finance and a deep desire to help people achieve their financial goals. Guiding individuals through their financial journeys allows me to combine my expertise with my commitment to making a meaningful impact in their lives. This profession enables me to turn complex financial concepts into actionable plans that bring peace of mind and financial security to my clients.

What do you like to do in your spare time?

• I am a musician, I play 4 instruments and I like to write songs.
• I lived in Singapore and I have been on the Tonight Show with Jay Leno

• 7 Years professional finance experience

I became a financial planner because I wanted to combine something that I am passionate about with the ability to have a positive impact on another person’s life, and realized the best place to do this was in the financial planning field given my passion for financial literacy. To me, the best part about my job would be the ending impact I have on my clients, as I have always enjoyed helping bring success into the lives of those around me.

I graduated from Purdue University with a major in Financial Counseling & Planning. Immediately after college, I spent some time in the broker dealer space assisting clients with account servicing requests at Charles Schwab, then Fidelity. After 3 years, I made my way to a local firm where I was able to hone my planning skills by supporting two different advisors as an analyst before taking on an opportunity with Fisher Investments as an investment counselor. Now, I am happy to take a holistic approach to financial planning with Q3 by serving as a financial planner.

What do you like to do in your spare time?

• During the summer, you will most likely find me spending time somewhere on a golf course or out on a lake fishing
• In the winter, I try my best to attend as many Chicago Blackhawks games as possible
• I view myself as a home chef, and tend to try at least 3 new recipes per month to possibly integrate something new into what I can make.

• 42 Years professional finance experience

I became a financial advisor because I wanted to help people have a clear understanding of their financial circumstances in order to make the best decisions for their lifestyle and future. I enjoy being able to help people realize their financial goals and have the retirement of their dreams. It is a joy to get to know clients and see them become confident in their financial security after implementing a plan to meet their individual goals.

I received an Accounting degree from Radford University and also have designations as a CPA, PFS, CFP® and CGMA. I have experience as a CPA from leading the tax practice of a KPMG office. I worked as a Senior Financial Planner at Wachovia Bank for many years. I also was the Vice President of Taxation for a large family home office where I was responsible for income tax preparation and planning as well as estate tax planning 16 1/2 years.

What do you like to do in your spare time?

• I play several musical instruments including piano, guitar, bass, drums and trumpet.
• I enjoy riding my bike and hiking
• I like to do volunteer work both in the US and overseas.

• 25 Years professional finance experience

A quarter century helping clients make great financial decisions. I am a graduate of the University of Central Florida and a 5th generation Floridian.

I became a financial advisor because I believe everyone deserves to feel empowered and in control of their money. As a Certified Financial Planner™, what really lights me up is helping my clients take control of their finances and reach their goals. I absolutely love sharing my knowledge and seeing the “aha” moments when things start to click for them. It’s incredibly rewarding to witness my clients feeling more confident and secure about their financial future. I’m all about providing that personalized support and guidance to make sure they’re on the right track.

What do you like to do in your spare time?

• I was born on Guam. I have been on top and looked down into an active volcano. I have jumped out of a perfectly good airplane 10,000 feet up.
• I first acquired my Merchant Marine Master Captains license at age 24. With a love for the water (the salty stuff) and anything outdoors, you can usually find my wife Debbie and I out on the water or traveling to see new places.

• 25 Years professional finance experience

I have over two decades of financial experience working with high net worth families in a collaborative environment to strategize, build, and implement financial plans to provide confidence and clarity that they will have a successful retirement. Along with my experience I also am a CFP and have worked with both large and boutique firms.

The main reason why I choose to be a financial advisor is my passion for helping people and interacting with them. A person’s financial decisions will significantly influence their family’s entire future, and I’d like to take the responsibility of helping them. Learning about people, their experiences, and their families is very fulfilling and then applying my expertise to help people exceed their goals is extremely rewarding.

What do you like to do in your spare time?

• I have a wonderful wife of almost twenty years and two amazing boys. They are 8 and 10 years old and I volunteer to coach all their sport teams. We enjoy spending our free time at the beach, fishing, and exploring the beauties of Florida. We also enjoy traveling to the Northeast a few times during the year to visit and spend time with both our families. Lastly, we are diehard University of Miami Hurricanes fans. GO U!

• 12 Years professional finance experience

I went to school at UW-Madison and transferred to UW-Eau Claire to play D3 football. I received my CFP in 2014 and BFRA in 2016. I’ve been an advisor for 12 years. At my prior firm, I was an advisor, model architect, head trader, and director of technology and trading.

I became a financial advisor as I love seeing planning lead to happiness and increased well-being in people’s lives. I love the markets, money, and the power of compound interest. I enjoy helping people face their fears, protect themselves against them, and fight back against them.

What do you like to do in your spare time?

• I’m a huge fantasy/sci-fi fan, love grand strategy games, and married my high school sweetheart.
• I’m an avid Minnesota sports fan and a Twins season ticket holder. I enjoy spending as much time with my family as possible and find a lot of joy hiking with my black lab, Ninja. I enjoy escaping reality with fantasy and sci-fi novels and spending a lot of time researching investing and financial planning for fun.

• 7 Years professional finance experience

I have been involved in the financial services industry as early as my first year of college at Temple University where I majored in Finance & Financial Planning. I have experience as a lead advisor in large firms such as Vanguard and Fidelity as well as smaller independent firms. My experiences with High Net Worth families and individuals allow me to grow my knowledge base and bring a unique perspective to every client situation.

I became a financial planner because I first and foremost wanted to help other people. I’ve always had a passion for finance and financial planning and this career path enables me to practice what I love and help people achieve their goals and dreams.

Outside of helping clients I am avid reader, love getting outside and being in the great city of Philadelphia (go Birds!). Fun fact, I have lived in the city for both Eagle Super Bowl wins and was on Broad St. both times as well. In addition, I love to play golf, despite being a 19 handicap, with my friends and family.

What do you like to do in your spare time?

• I speak fluent Polish, a majority of my family is over there
• I have been to 6+ countries in Europe.
• I live in a 100+ year old renovated school house.

• 15 Years professional finance experience

I have been a CFP® for 12 years and obtained my Bachelor’s of Human Sciences in Financial Planning at Texas Tech University, which was, and still is, the top financial planning school in the nation. I have never sold a product for a financial commission. I was educated and have practiced with a focus on letting the financial plan dictate the action and solution.

I spent time working with larger institutions such as JPMorgan Chase & Co. as a Complex Wealth Planning Advisor and more recently with TIAA as a Wealth Advisor partnering directly with clients employed by higher education institutions, government entities, and non-profit organizations. I also have significant experience working alongside independent firms where I focused on developing retirement income strategies and creative tax optimization plans for clients and their families as they look towards how best to secure a successful retirement transition.

Every single client and family is unique. That’s what makes me passionate about what I do. I am a problem solver. I have spent my entire professional career partnering with individuals, families, and business owners to design and navigate their unique path to financial independence. Truth be told, I am a total nerd. The details are where the value is found.

What do you like to do in your spare time?

• I am a total nerd and because of the timing of my kids over the years, I could change a diaper on a cat if you asked me.
• Married to my wife, Lauren, of 12 years and we have three kids under the age of 7, Hudson, Remi, and Addison. We live in sunny south Florida in Boca Raton. I spends most of my free time selfishly trying his best to live vicariously through his kids out on the baseball and soccer fields. Hardly a dull moment at the Rigler household.

• 31 Years professional finance experience

I bring over three decades of experience in the Financial Services sector, having held key roles in leading organizations. My career includes serving as the Manager of Sales Support for Prudential Advisors, as well as contributing three years at Ameriprise Financial Services. During my time at Ameriprise, I served as COO for one of the nation’s largest practices and led franchise recruitment and engagement efforts in the Mid-Atlantic region. I have also held significant positions such as Manager of Training & Development for Prudential Advisors, Head of Wealth Management for PenFed Wealth Management, and Senior VP & Wealth Management Sales Manager at HSBC Wealth Management for the Mid-Atlantic region.

Before entering the financial services industry, I embarked on a remarkable journey as a Nuclear Engineer in the U.S. Navy’s nuclear submarine program following my college graduation. My dedication and performance in the Navy earned me multiple accolades, including two Navy Achievement Medals and an Honorable Discharge.

I am also distinguished by my Certified Financial Planner™ (CFP®) and Chartered Financial Consultant (ChFC®) designations, which I proudly earned after completing a B.A. degree from Ottawa University in Ottawa, KS.

What do you like to do in your spare time?

• I relish family time
• Indulging in wine pairings at local vineyards
• Frequent live performances in the DC area during my leisure hours

• 17 Years professional finance experience

I’ve spent my whole 17-year career in the Financial Services industry. I committed to the Standard of Excellence 10 years ago and received my Certified Financial Planner designation. My experiences throughout my career include Financial Advice, Financial Planning and Client Relationship Management. I’m a graduate of UNC at Charlotte with a Bachelor of Science in Business Administration and a concentration in Finance.

I love meeting new people and developing relationships. Most of all I enjoy uncovering our clients’ financial goals and ensuring they have a plan in place to achieve them.

Outside of work I enjoy spending time with my family, playing golf and watching sports. Go Panthers!

What do you like to do in your spare time?

• I’m married to my lovely wife, Amber, and we have 1 daughter together.
• I ran my first half marathon last November.
• My goal is to “break 90” in golf by Labor Day, 2025.

• 9 Years professional finance experience

I live in Brooklyn, NY with my wife Samantha, our infant son Leo, and our two rescue dogs. I have a BS in Economics from NC State University and am a Certified Financial Planner™ professional. I got into financial services during a college internship, working in the office of a very successful Financial Advisor and have been drawn to it ever since. Over the years, I’ve gained experience in many areas of financial planning, including working as an independent advisor with my own book of business and as a financial planner with Vanguard, to name a few. My career has primarily focused on retirement planning and providing comprehensive financial planning. What I love most about my job is building meaningful relationships with clients, educating them on their financial options, and helping them achieve their financial goals.

What do you like to do in your spare time?

• I love food, music and spending time with friends and family. I live in NYC so there’s a ton for great food and live music. I am also a very capable amateur chef. My family lives in the blue ridge mountains, which we love to visit. My wife’s family has a plan in Chatham, MA in Cape Cod. We love to escape the city and travel.
•  love to play guitar and banjo, spend time in nature, and travel to new places when we can. I cherish the time I get to spend with my family and friends, whether that’s exploring the outdoors or enjoying some of the great food and live music that New York has to offer.

• 16 Years professional finance experience

I have been a money and numbers nerd for as long as I can remember, so a career in financial planning came rather naturally. I think we tend to overcomplicate our finances, and life in general.Helping others work past their hurdles and see past their blinders towards a more carefree, simplified and secure financial future is extremely rewarding.

I have held the CFP® designation for 11 years and received my Bachelor’s of Science degree in Economics from Virginia Tech. My boots on the ground education has been with one of the nation’s largest banks, a local independent RIA, and via my own fee-per-service financial planning firm. In addition, I have been a real estate investor since 2016. Through this experience, I have witnessed a lot of good and bad financial advice. My aim to filter out the ineffective and pass along all the most beneficial parts of what I’ve learned to my clients.

What do you like to do in your spare time?

• I am an avid Hokies fan.
• I will argue to no end that fried chicken is the best single food in the planet
• I still really enjoy a good video game.

• 7 Years professional finance experience

I received my undergraduate degree in financial planning from Temple university in Philadelphia, PA. Shortly after graduating, I took and passed the CFP exam because I’m passionate about education. I am new to Q3 but not new to the industry. I’m continuing my career here because I finally found a company that allows me to give unbiased advice and do holistic planning for my clients without any conflicts of interest. I have built practices at two fortune 100 companies: Northwestern Mutual and JPMorgan Chase & Co.

I grew up in inner city Baltimore, and there wasn’t a lot of resources for the questions I had about finances. I watched people around me struggle to get clarity on their own finances. I love being able to give comprehensive unbiased advice to clients at Q3.

What do you like to do in your spare time?

• In my free time you’ll find me working on DIY projects around the house or working on my 1966 Mustang. I love taking my three golden puppies swimming at the beach with my daughter and Fiancé.
• I am an avid Philadelphia sports fan. I am recently engaged. My goal is to open a dog rescue in the future.

• 36 Years professional finance experience

I got into financial planning to help people make better decisions for their life and their families.

I started back when the earth was still cooling, and had absolutely no idea what was in store. Fortunately, I was able to avoid the big institutions through the pathway of always being independent. Through the years I’ve learned a lot, mostly from clients; some planned well and others did not. I decided to take the good principles from the first group and teach them to the others.

What do you like to do in your spare time?

I have too many hobbies – but it keeps me young.

• Outside of my love for ‘Miss America’, my second love is riding adventure style motorcycles and mountain bikes.
• I play a little golf, learning tennis and pickleball.
• I also spend fall and winter designing big and building custom furniture – as a novice, of course.
• We have a brilliant Australian shepherd, Bristol, enjoy riding side by side vehicles with Pam, and a pretty fair whistler (picked it up from my dad).