Our advisors

Advisor photo for Joshua Goeppner

Joshua Goeppner

CLU®, ChFC®

Financial Advisor

Chartered Financial Consultant®
Learn more about Joshua Goeppner Visit Joshua Goeppner's website
Advisor photo for Ken Hickman

Ken Hickman

Associate Financial Advisor

Client Service Manager
Learn more about Ken Hickman Visit Ken Hickman's website


Our team

Renee Shafer

Renee Shafer

Operations Manager,

Client Service Coordinator

Hannah Thiede

Administrative Assistant

Desirae Gastelum

Receptionist,

Administrative Assistant