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®
- Andrew L. Mussen, CFP®
- Annette M. Wright, MBA
- Bill Stephens
- Billy "Bill" Braselton
- Brett Blair
- Chad E. Tallman
- Chris Mikolajczewski
- Christine C. Mallul, AIF®
- Clint Potts, AIF® AAMS®
- Colin Cohen
- Craig Freund, CFP®
- Craig Johnson
- David Koch
- David Smith, AIF®, CFP®, CRPC®
- David Anderson
- Dennis Haubert, CFP
- Deron Shymkewich, AIF®, CFP®, CRPC®
- Donald E. Headley
- Douglas Gregory
- Eric Zeitler
- Fred Belknap, CRPC®
- Gregg Bowen
- James Sadek
- Jamie Potter
- Jeffrey F. Meyer, AAMS®
- Jim Weinberg
- Joe Stassi, AIF®
- Joey R. Lovgren
- John Moore
- John Morrison
- John A. Kuntz CFP®
- Jonathan Holmes
- Jonathan Moranchel
- Julia Vozza
- Julie Owen
- Kelly Zeitler, SGS, CHRS
- Kevin Kuntz
- Kirk Sempsrott
- Lisa Poppell, AIF®
- Luke D. Russell, AAMS®, AIF®
- Matt Weldon
- Matthew Hess
- Matthew Welgat, CFP®
- Matthew R. Simon, AIF®
- Melanie Dohrman, CFP®
- Melissa Kulka
- Michelle Mendoza
- Nick Styczen, AAMS®, AIF®
- Raja Asava
- Rick Steigerwald, CFP®
- Rick Taden, CRPC®, AAMS®
- Robert Katchinoski
- Robert Lang
- Robert Cantu
- Robert Howell
- Ross Christian
- Rusty Acheson
- Sam Green
- Scott D. Lundberg, CFP®, MBA
- Scott J. Davis
- Steve Belloli, AAMS® , AIF®
- Tammy Solimine
- Terry Keratsopoulos
- Thomas Peterson
- Todd Lien
- Tori Lewis, CFP®
- Ty C. Hodges, CFP®
- Vincent Guagenti














