Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

close

Team photo
Team photo

View Larger


Advisors

Advisor photo for Mark Theis

Mark Theis

Financial Advisor

Visit Mark Theis's website
Advisor photo for Kurt Douglas Sharp

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

Tanner Theis

Tanner Theis

Intern