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

Madison Doughty

Madison Doughty

CFP®, ChFC®, APMA®

Financial Advisor

Visit Madison Doughty'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

Visit Dalton Knight's website
Mason Doughty

Mason Doughty

APMA®

Financial Advisor

Visit Mason Doughty's website
Felicia Hazen

Felicia Hazen

CFP®

Associate Financial Advisor

Visit Felicia Hazen's website
Kyle Warday

Kyle Warday

APMA®

Financial Advisor

Visit Kyle Warday'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

Administrative Assistant

Andra Hubbard

Andra Hubbard

Administrative Assistant

Valerie Meyer

Valerie Meyer

Client Service Coordinator

Nona Pittman

Nona Pittman

Client Service Coordinator

Shannon Thiele

Shannon Thiele

Administrative Assistant,

Office Manager
Michelle Wright

Michelle Wright

Administrative Assistant

Peggy Wright

Peggy Wright

Assistant

Allexys Johnson

Client Service Coordinator

Kylie Chapman

Client Service Coordinator

Kathy Johnson

Client Concierge