CIO Wealth Strategies

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

Robert D Sieps

Robert D Sieps

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Robert D Sieps'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
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
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

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

Michelle Wright

Michelle Wright

Client Service Manager

Peggy Wright

Peggy Wright

Assistant

Allexys Johnson

Operations Specialist

Kylie Chapman

Administrative Assistant

Kathy Johnson

Administrative Assistant

Kresse Alvey

Assistant

Austin Knight

Administrative Assistant

Kate Erb

Administrative Assistant