Our Team
Our Team

How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Our team approach adds perspective to all we do and provides increased benefits to our clients.
Meet Our Team
Find a Financial Advisor
- Alan Davidson, AIF®
- Aldo Waker, AAMS® AIF®
- Alicia Cole
- Andrew L. Mussen, CFP®
- Angela Hanlin
- Anna Belloli
- Annette M. Wright, MBA, CPA
- Bill Stephens
- Billy "Bill" Braselton, AIF®
- Blake Warner
- Brad E. Thompson
- Brett Blair
- Carrie L. Cole, CFP®
- Chad E. Tallman
- Chip Pierron
- Chris Mikolajczewski, AIF®
- Chris Tynes
- Christian Rodak
- Christine C. Mallul, AIF®
- Clint Potts, AIF® AAMS®
- Colin Cohen
- Craig Freund, CFP®
- Craig Johnson
- Craig Brooks
- Craig Johnson
- Craig R. Cheney
- Curtis Malling
- Dale Driggs
- Dan Ferwerda
- Dana Hayes, CLU®, ChFC
- Dave Rushman
- Dave Sanders, CPA
- Dave Schabacker
- David Koch
- David Smith, AIF®, CFP®, CRPC®
- David Champe
- Dennis Marrs, AIF®
- Deron Shymkewich, AIF®, CFP®, CRPC®
- Dimitri Struck
- Donald E. Headley
- Dorothy Johnson
- Douglas Gregory
- Ed Deverell, MSFS, CLU, ChFC, RICP
- Eric Weissgarber
- Eric Zeitler
- Frank Holmes
- Frank Wise
- Fred Belknap, CRPC®
- Gabe Logsdon
- Garret T. Jett, APMA
- Gary Richmond
- Greg Blair
- Greg Rusnak
- Greg Gaynier
- Gregg Bowen
- Gregory Dexter, CRPC
- Gregory D. Jasick
- Harvey Nuttall, ChFC®, LUTCF®, AIF®
- James Ronayne, AIF®, CWS®
- James Sadek
- James L. Parker, AIF®
- Jamie Potter
- Jeanne Gould
- Jeffrey F. Meyer, AAMS®
- Jeffrey S. Pirkl
- Jim Galiger, CFP®
- Jim Pihaly
- Jim Weinberg
- Jim Lubecki
- Joe Stassi, AIF®
- Joel W. Williams
- Joey R. Lovgren
- John Monte, CLU®, ChFC®
- John O'Donnell
- John Moore
- John Morrison
- John A. Kuntz CFP®
- John M. Trotter, AIF®
- John P. O'Callaghan, CLU® , ChFC®
- Jon Fletcher
- Jonathan Holmes
- Jonathan Moranchel
- Jonathan E. Evans
- Joseph Z. Kowalsky, J.D.
- Julia Vozza
- Julie Owen
- Justin Kohnke
- Karen Fashandi
- Karen Meacham
- Karl Jacobsen
- Katherine M. Simson
- Kellie Blanco, CFP®
- Kelly Zeitler
- Ken Anton, AAMS®
- Kevin Volz
- Kirk Sempsrott
- Kyle Sutton
- Larry Ailes, CFP®
- Leigh Guido
- Linda A. Schermerhorn
- Lisa Poppell, AIF®
- Luke D. Russell, AAMS®, AIF®
- Mace Tawney
- Margaret Swiess
- Mark Hanlin
- Mark C. Eyre, AIF®
- Mark D. Kraushaar
- Mary Ann Silvers
- Matt Weldon
- Matthew Hess
- Matthew Smith, AAMS®
- Matthew Welgat, J.D., CFP®
- Matthew R. Simon, AIF®
- Melanie Dohrman, CFP®
- Melissa Kulka
- Michael Johnson
- Michael Martinez
- Michael Muns
- Michael Stark
- Michael A. Barrella, CFP®
- Michelle Mendoza SGS, CHRS
- Michelle Richmond
- Michelle Richmond
- Nalin Shah
- Nancy Sheehan
- Nick Styczen, AAMS®, AIF®
- Norman Woltjer
- Patrick S. Crilley, AIF®
- Paul Goodson
- Paul H. Moy, CFP®
- Raja Asava
- Rakesh Bharti
- Rennie Baker
- Richard Colleoni, AAMS®
- Rick Stainsby, CFP, APMA, AEP - Private Wealth Manager
- Rick Steigerwald, CFP®
- Rick Taden, CRPC®, AAMS®
- Rita Brown, CFP®
- Robert Katchinoski
- Robert Lang
- Robert Wolchuk
- Robert Cantu
- Robert Klepner
- Robert Howell
- Robert J. Achille, CPA®
- Robin Green
- Rod Christ
- Roma Miksyte, CPA®
- Ronald C. Braun, CFP®
- Ross Christian
- Russ Warner
- Rusty Acheson
- Ryan Jaquess
- Sam Green
- Sandip Shah
- Scott C. Olson, AAMS®, AIF®
- Scott D. Lundberg, CFP®, MBA, CRPC®
- Scott J. Davis
- Stephen Willis
- Steve Abbey, CFP®, MBA
- Steve Belloli, AAMS® , AIF®
- Steve Meacham
- Steven Kao
- Tammy Hill
- Tammy Solimine
- Terri Kendall
- Terri S. Hembree
- Terry Keratsopoulos
- Thomas Peterson
- Tim Bales, CPA
- Timothy Farris
- Todd Lien
- Todd M. Praschan, AIF®
- Tom Patton, AIF®
- Tori Lewis, CFP®
- Ty C. Hodges, CFP® CRPC®
- Van Washington
- William C. Dyhr, AIF®





























