Meet The Staff

Kristina Adams

Kristina Adams

Client Specialist

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Diane Altschwager

Diane Altschwager

Director of Cash Management

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Lorene Cervenka

Lorene Cervenka

Staff

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Melissa Coker

Melissa Coker

Administrative Assistant

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Patty Davidson

Patty Davidson

Chairman, Partner

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David Gruber

David Gruber

Advisor Associate

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Brad Haverback

Brad Haverback, CFP®

Investment Advisor Representative

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Ethan Howard

Ethan Howard

Financial Representative Trainee

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Cathy Johnson

Cathy Johnson, CPA, CGMA

Chief Administrative Officer

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Sandy Kuda

Sandy Kuda

Secretary / Treasurer

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Tory Meiborg

Tory Meiborg

President, Partner

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Rob Myers

Rob Myers, CFP®

Investment Advisor Representative

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Mike Russ

Mike Russ

Investment Advisor Representative

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Donna Sanders

Donna Sanders

Vice President

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Becky Shanahan

Becky Shanahan

Financial Associate

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Sarah Specht

Sarah Specht

Advisor Associate

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Tim Terry

Tim Terry

Founder, Partner

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Jody Thies

Jody Thies

Administrative Assistant

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Ellie Jo Wilson

Ellie Jo Wilson

Administrative Assistant

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