Financial Professional Teams
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
- Ashley Waugh
- Brian Boehm
- Cathy Yadro
- Christopher Jelenc
- Christopher Strommen, CFP®
- Cooper Tomlin
- Daniel T. Melka
- David Richards
- David Monk
- Eric Diaz
- Janel Kalish, CFP®
- Jared Schumacker
- Jarod VonBehren, CFP®
- Jason Waugh, CFP®
- Jo Braughler
- Kayla Merrill
- Keith Voogd
- Laura Davis, CLU, ChFC
- Lecy Henderson
- Leonard Hornung, CLU, ChFC, CExP
- Lynn Mackeben
- Mark A. Smith, CFP®
- Meg Anderson
- Melissa Wasilk
- Michael Baer, LUTCF
- Peter Serbiak
- Roren Finney
- Sara Weimerskirch
- Theresa Artac, CFP®
- Tim Urban
- Tim Harms, ChFC
- Travis Winder