Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.


Advisors

Rhonda Wagner

CFP®, ChFC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Rhonda Wagner's website

Rick Gongorek

Financial Advisor

Managing Director
Visit Rick Gongorek's website

Ronald Aranow

Financial Advisor

Vice President
Visit Ronald Aranow's website

Mike Malarney

MBA

Financial Advisor

Managing Director
Visit Mike Malarney's website

Deron L Hickman

Financial Advisor

Managing Director
Visit Deron L Hickman's website

Sydney McCall

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Sydney McCall's website

Chad Dyson

APMA

Financial Advisor

Managing Director
Visit Chad Dyson's website

Stephen Zaiss

CFP®

Financial Advisor

Managing Director
Visit Stephen Zaiss's website


Team

Bridget Lozano

Bridget Lozano

Registered Client Service Associate

Qualifications

  • Series 7, Series 66
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Anton Liashko

Anton Liashko

Registered Client Service Associate

Brendan Willigan

Brendan Willigan

Associate Advisor

Pamela Montoya

Pamela Montoya

Client Service Associate

Judy Skidmore

Judy Skidmore

Client Service Specialist

April McWhorter

April McWhorter

Registered Operations Leader,

Practice Manager