Our advisors

Matthew Daugherty

Matthew Daugherty

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Matthew Daugherty
Mike Daugherty

Mike Daugherty

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Mike Daugherty
Scott Sieverts

Scott Sieverts

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Scott Sieverts
Matt Gottshall

Matt Gottshall

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Matt Gottshall
Roger Potter

Roger Potter

CRPC®, CKA®

Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about Roger Potter
Timothy Valentine

Timothy Valentine

CFP®, APMA®

Associate Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Timothy Valentine

Our team

Ann Oldaker

Ann Oldaker

Client Service Specialist,

Administrative Assistant
Angela Gottshall

Angela Gottshall

Client Service Specialist,

Administrative Assistant
Kristina Weaver

Kristina Weaver

Client Service Specialist,

Administrative Assistant
Nancy Jo Ragon

Nancy Jo Ragon

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