Our advisors

Stan Jahn

Stan Jahn

Private Wealth Advisor

Learn more about Stan Jahn
Aaron Zimmer

Aaron Zimmer

Financial Advisor

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

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
Bryan J Althouse

Bryan J Althouse

Financial Advisor

Learn more about Bryan J Althouse
Jennifer Tryzna

Jennifer Tryzna

Financial Advisor

Learn more about Jennifer Tryzna

Our team

Chad Cosgrove

Chad Cosgrove

Operations Director,

Chief Operating Officer
Susan L. Jahn

Susan L. Jahn

Office Manager

Robin L. Cosgrove

Robin L. Cosgrove

Executive Assistant,

Marketing Specialist
Carl Baumgart

Carl Baumgart

Insurance Specialist,

Client Relationship Manager
Jeannine Mueller

Jeannine Mueller

Client Service Coordinator

Shelly Stibbe

Shelly Stibbe

Financial Planning Analyst,

Managing Partner

Qualifications

  • CRPC
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Heidi Nitka

Heidi Nitka

Financial Planning Assistant

Kevin Tyler

Kevin Tyler

Financial Planning Specialist

Susan Brady

Susan Brady

Client Service Specialist,

Receptionist
Evan Wontor

Evan Wontor

Investment Manager

Rachel Carter

Rachel Carter

Receptionist,

Client Service Specialist
Mary Jo Fortney

Mary Jo Fortney

Marketing Manager