Financial Professional Teams

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 Teams
Find a Financial Professional
- Allen Wood
- Andrew D. Rohrer, ChFC
- Annette Hammortree CLTC, RICP
- Annie Smith
- Ashley Waugh
- Bill Exarhos
- Brian Boehm
- Brian Brown, LUTCF
- Bryan Nestor, MBA
- Carl Johnson, CExP, RICP
- Cathy Yadro
- Charles Opitz
- Chris Wemmert
- Christopher Jelenc
- Christopher Strommen
- Daniel T. Melka
- David Dorley
- David Richards
- David Monk
- Eric Diaz
- Griffin Vandezande
- Jackie Merritt
- James Shinkan
- Janel Kalish, CFP®
- Jared Schumacker
- Jarod VonBehren
- Jason Waugh, CFP®
- Jo Braughler
- Joe Onopa
- Keith Voogd
- Kurt Zipp CFP®
- Laura Davis, CLU, ChFC
- Lecy Henderson
- Leonard Hornung, CLU, ChFC, CExP
- Luke E. J. Will CFP® AAMS®
- Mark A. Smith, CFP®
- Meg Anderson
- Melissa Wasilk
- Michael Baer, LUTCF
- Michael Lee
- Nick Kavelaris
- Patti Ernst
- Peter Serbiak
- Radhika Pathy
- Ronald Schneller, LUTCF, CFP
- Roren Finney
- Sara Weimerskirch
- Sarah Seefeldt
- Taylor Scot
- Theresa Artac, CFP®
- Tim Urban
- Tim Harms, ChFC
- Travis Winder
- Vicki Vanevenhoven
- William Benisch