CIO Wealth Strategies

How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Advisors

Kyle Warday

Kyle Warday

APMA®

Financial Advisor

Visit Kyle Warday's website
David Knight

David Knight

CFP®, ChFC®, CLU®, AEP®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit David Knight's website
Sharon Kresse

Sharon Kresse

CFP®, AAMS®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Sharon Kresse's website
Debra Cirksena

Debra Cirksena

CFP®, ChFC®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Debra Cirksena's website
Robert D Sieps

Robert D Sieps

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Robert D Sieps's website
Dalton Knight

Dalton Knight

APMA®

Financial Advisor

Operations Specialist
Visit Dalton Knight's website
Mason Doughty

Mason Doughty

APMA®

Financial Advisor

Visit Mason Doughty's website
Madison Doughty

Madison Doughty

CFP®, ChFC®, APMA®

Financial Advisor

Visit Madison Doughty's website
Felicia Hazen

Felicia Hazen

CFP®

Associate Financial Advisor

Operations Director
Visit Felicia Hazen's website
Marshall A Doughty

Marshall A Doughty

CLTC®, APMA®

Financial Advisor

Visit Marshall A Doughty's website

Team

Carol Bedrosky

Carol Bedrosky

Administrative Assistant

Kelsey Hively

Kelsey Hively

Client Service Manager

Andra Hubbard

Andra Hubbard

Operations Specialist

Valerie Meyer

Valerie Meyer

Client Concierge

Nona Pittman

Nona Pittman

Client Concierge

Shannon Thiele

Shannon Thiele

Office Manager,

Office Manager
Michelle Wright

Michelle Wright

Client Service Manager

Peggy Wright

Peggy Wright

Assistant

Allexys Johnson

Allexys Johnson

Operations Specialist

Kylie Chapman

Kylie Chapman

Administrative Assistant

Kathy Johnson

Kathy Johnson

Administrative Assistant

Kresse Alvey

Assistant

Austin Knight

Administrative Assistant

Kate Erb

Administrative Assistant