Joshua Aldus
Wealth Advisor
Mark Bodnar
CFP® CLU® ChFC®
Partner/Wealth Advisor
Partner
Lisa Bolden
Office Manager
Karen Carlin
Client Service Associate
Jordan Colman
CFP® AIF®
William Dillenburger
Kimberly Fuson
Tamrin Gorham
Lillian Hughett
Donald Hughett
AIF®
Michael Ingram
Brenda Keefe
Trudie Di Bene Kirkland
Brad Lauch
Abbey Lenox
Mariano Llosa
Maxim Meyers
Partner/CEO/CCO
Maureen Miller
Ryan Morse
Dana Peacock
Glynnis Reinhart
RICP® CLTC®
Robert Ridgley
CFA® CPA®
Chief Investment Officer
Kristin Schur
Andrew Seni
Justin Setzekorn
CFP®
Ashley Seyberth
Madelyn Stegmuller
Stephanie Stegmuller
Alicia Strohmeier
Marketing Associate
Luis Strohmeier
CFP® CLU® ChFC® CDFA® ADFA® RICP® AFC®
Kurt Volker
Marc Wagner
Partner/CFO
Nick Wheeler
Director of Investment Operations
David Yeazell
