Our advisors

David Knight

David Knight

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about David Knight Visit David Knight's website
Sharon Kresse

Sharon Kresse

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Sharon Kresse Visit Sharon Kresse's website
Debra Cirksena

Debra Cirksena

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Debra Cirksena Visit Debra Cirksena's website
Robert D Sieps

Robert D Sieps

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Robert D Sieps Visit Robert D Sieps's website
Dalton Knight

Dalton Knight

Financial Advisor

Learn more about Dalton Knight Visit Dalton Knight's website
Mason Doughty

Mason Doughty

Financial Advisor

Learn more about Mason Doughty Visit Mason Doughty's website

Our team

Carol Bedrosky

Carol Bedrosky

Client Service Specialist

Kelsey Hively

Kelsey Hively

Client Service Manager

Andra Hubbard

Andra Hubbard

Client Service Specialist

Valerie Meyer

Valerie Meyer

Client Concierge

Nona Pittman

Nona Pittman

Client Concierge

Shannon Thiele

Shannon Thiele

Client Service Manager,

Office Manager
Michelle Wright

Michelle Wright

Client Service Manager

Peggy Wright

Peggy Wright

Client Concierge

Allexys Johnson

Client Service Coordinator

Kylie Chapman

Client Service Coordinator

Kathy Johnson

Client Concierge