Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


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Team photo

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Advisors

Mark Theis

Financial Advisor

Visit Mark Theis's website

Kurt Douglas Sharp

Financial Advisor

Visit Kurt Douglas Sharp's website


Team

Dan Follmuth

Dan Follmuth

Paraplanner,

Insurance Specialist
Denise Sticha

Denise Sticha

Practice Manager,

Financial Planning Specialist
Tamey Roberson

Tamey Roberson

Administrative Assistant

Tonya Pavek

Tonya Pavek

Client Service Specialist

Tanner Theis

Tanner Theis

Intern