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Daniel Roe

Partner, Co-CEO

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John Schuman

Partner, Co-CEO

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Gary Marcinick

Partner, Business Development Director

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Aaron Armstrong

Partner, Director of Client Services, Wealth Advisor

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Samantha Anderson

Wealth Advisor

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Chris Bartkowski

Associate Wealth Advisor

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Jamie Bond

Retirement Plan Services Specialist

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Sonia Brinkman

Wealth Advisor

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Brandon Dempsey

Associate Wealth Advisor

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Daniel Due

Partner, Director of Financial Planning, Wealth Advisor

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Grace Flesher

Financial Planner

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Ryan Garland

Wealth Advisor

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Jamaal Henry

Financial Planner

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Madeline Hobbs

Associate Wealth Advisor

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Scott Kidwell

Associate Partner, Wealth Advisor

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Michael Kline

Associate Partner, Wealth Advisor

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Jessica Lee

Partner, Wealth Advisor

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Michaela Loveday

Associate Wealth Advisor

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John McHugh

Partner, Wealth Advisor

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Eli Norden

Associate Wealth Advisor

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Kyle Radabaugh

Wealth Advisor

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Jamie Rizer

Wealth Advisor

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Eric Shisler

Retirement Plan Services & Senior Strategist Director

 

 

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Isaiah Stidham

Partner, Wealth Advisor

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Curtis Uhlenhake

Financial Planner

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Matt Ullmer

Wealth Advisor

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Maria Wolters

Associate Wealth Advisor

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Kevin Wuebker

Wealth Advisor

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