Our advisors

Stan Jahn

Stan Jahn

Private Wealth Advisor

Founder
Learn more about Stan Jahn
Aaron Zimmer

Aaron Zimmer

Private Wealth Advisor

Franchise Owner
Learn more about Aaron Zimmer
Darren Speidel

Darren Speidel

Financial Advisor

Learn more about Darren Speidel
Barry Ziegahn

Barry Ziegahn

Financial Advisor

Learn more about Barry Ziegahn
Michael Cosgrove

Michael Cosgrove

Financial Advisor

Managing Partner
Learn more about Michael Cosgrove
Brian Fruit

Brian Fruit

Financial Advisor

Learn more about Brian Fruit
Shelly Stibbe

Shelly Stibbe

Associate Financial Advisor

Learn more about Shelly Stibbe
Cynthia G Farnsworth

Cynthia G Farnsworth

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Cynthia G Farnsworth Visit Cynthia G Farnsworth's website
Jennifer Tryzna

Jennifer Tryzna

Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about Jennifer Tryzna
Bryan J Althouse

Bryan J Althouse

Financial Advisor

Learn more about Bryan J Althouse

Our team

Chad Cosgrove

Chad Cosgrove

Operations Manager,

Human Resource Manager
Susan L. Jahn

Susan L. Jahn

Executive Assistant

Robin L. Cosgrove

Robin L. Cosgrove

Client Service Specialist,

Receptionist
Carl Baumgart

Carl Baumgart

Financial Planning Assistant

Heidi Nitka

Heidi Nitka

Financial Planning Assistant

Kevin Tyler

Kevin Tyler

Financial Planning Specialist,

CERTIFIED FINANCIAL PLANNER™ professional
Susan Brady

Susan Brady

Client Service Specialist,

Receptionist
Evan Wontor

Evan Wontor

Investment Manager

Mary Jo Fortney

Mary Jo Fortney

Marketing Manager,

Event Planner
Cathy Rooney

Cathy Rooney

Client Service Specialist,

Receptionist