Meet The Staff

Kristina Adams

Kristina Adams

Client Specialist

View Profile
Diane Altschwager

Diane Altschwager

Director of Cash Management

View Profile
Melissa Coker

Melissa Coker

Administrative Assistant

View Profile
David Gruber

David Gruber

Advisor Associate

View Profile
Brad Haverback

Brad Haverback, CFP®

Investment Advisor Representative

View Profile
Ethan Howard

Ethan Howard

Financial Representative Trainee

View Profile
Cathy Johnson

Cathy Johnson, CPA, CGMA

Chief Administrative Officer

View Profile
Sandy Kuda

Sandy Kuda

Secretary / Treasurer

View Profile
Tory Meiborg

Tory Meiborg

President, Partner

View Profile
Rob Myers

Rob Myers, CFP®

Investment Advisor Representative

View Profile
Sarah Nolte

Sarah Nolte, CFP®

Investment Advisor Representative

View Profile
Mike Russ

Mike Russ

Investment Advisor Representative

View Profile
Donna Sanders

Donna Sanders

Vice President

View Profile
Becky Shanahan

Becky Shanahan

Financial Associate

View Profile
Sarah Specht

Sarah Specht, CFP®

Advisor Associate

View Profile
Tim Terry

Tim Terry

Founder, Partner

View Profile
Ellie Jo Wilson

Ellie Jo Wilson

Administrative Assistant

View Profile