Our advisors

Our team

Casey Allison

Casey Allison

Financial Planning Analyst,

Chartered Financial Analyst®

Roles & Responsibilities

  • Investment Research & Analysis
  • Assists with Transactions and Money Movement
  • Investment solutions
  • Asset allocation specialist
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Traci Thomas

Traci Thomas

Operations Manager

Roles & Responsibilities

  • Systems & Process Oversight
  • Staff leadership
  • Manage and Resolve Client Service Matters
  • Business Processing
  • Assists with Transactions and Money Movement
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Kathy Hodell

Kathy Hodell

Client Service Coordinator

Roles & Responsibilities

  • Client Meeting Preparation & Coordination
  • Client Meeting Follow Up
  • Assists with Transactions and Money Movement
  • Schedules Client Meetings
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Robert Hamill

Robert Hamill

Paraplanner,

CERTIFIED FINANCIAL PLANNER™ practitioner

Roles & Responsibilities

  • Investment Solutions
  • Financial Planning Analysis
  • Client Meeting Preparation & Coordination
  • Assists with Transactions and Money Movement
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Gabrielle LaManna

Gabrielle LaManna

Operations Specialist

Roles & Responsibilities

  • Manages Advisors Schedule
  • Assists with System Processes and Oversight
  • Directing, Planning, and Coordinating Marketing Efforts
  • Handling Social Media, Public Relation Efforts, and Content Marketing
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Kellsey Grimes

Kellsey Grimes

Client Service Coordinator

Roles & Responsibilities

  • Client Meeting Preparation & Coordination
  • Client Meeting Follow Up
  • Business Processing
  • Client Support
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Dave Hostetler

Dave Hostetler

Business Development Director,

Certified Long Term Care®

Roles & Responsibilities

  • Operational Effectiveness
  • Strategic Project Management and Implementation
  • Advisor & Intern Recruiting
  • Technology Oversight
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Ryan Tuff

Ryan Tuff

Paraplanner

Roles & Responsibilities

  • Client Meeting Preparation & Coordination
  • Client Meeting Follow Up
  • Assists Advisors with Product Solutions
  • Client Support
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Donna Feraco

Donna Feraco

Client Service Associate

Roles & Responsibilities

  • Directs Calls and Email Correspondence
  • Client Meeting Preparation
  • Maintains Confidential Client Data
  • Relationship Management
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Michelle Burdeshaw

Paraplanner

Roles & Responsibilities

  • Case Analysis
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Mary Carter

Mary Carter

Client Service Coordinator

Roles & Responsibilities

  • Client Meeting Preparation & Coordination
  • Client Meeting Follow Up
  • Business Processing
  • Client Support
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Ellen Otten

Ellen Otten

Client Service Coordinator

Roles & Responsibilities

  • Client Meeting Preparation & Coordination
  • Client Meeting Follow Up
  • Manages Advisors Schedules
  • Maintains Client Files and Data
  • Business Processing
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Sara Williams

Sara Williams

Client Service Coordinator

Roles & Responsibilities

  • Client Meeting Preparation & Coordination
  • Client Meeting Follow Up
  • Business Processing
  • Client Support
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Walter “Neil” Straube

Walter “Neil” Straube

Paraplanner

Roles & Responsibilities

  • • Investment Solutions
  • • Financial Planning Analysis
  • • Client Meeting Preparation & Coordination
  • •Assists with Transactions and Money Movement
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