Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Advisor photo for Shanon G Moon

Shanon G Moon

LUTCF®, CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Shanon G Moon Visit Shanon G Moon's website
Advisor photo for Jason Kraemer

Jason Kraemer

CFP®, ChFC®, AWMA℠, CRPC

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Jason Kraemer Visit Jason Kraemer's website
Advisor photo for Alan Schroeder

Alan Schroeder

Financial Advisor

Franchise Owner
Learn more about Alan Schroeder Visit Alan Schroeder's website
Advisor photo for Amanda Zuiker

Amanda Zuiker

Financial Advisor

Insurance Specialist
Learn more about Amanda Zuiker Visit Amanda Zuiker's website
Advisor photo for Thomas Glavin

Thomas Glavin

CFP®, CRPC, CKA®

Private Wealth Advisor

Certified Kingdom Advisor
Learn more about Thomas Glavin Visit Thomas Glavin's website


Our team

Kathy Fields

Kathy Fields

Client Service Manager

Tyler Thormann

Tyler Thormann

Client Service Coordinator

Shelby Sorrell

Shelby Sorrell

Office Manager

Bryn Mayer

Bryn Mayer

Client Service Specialist

Melissa Larson

Melissa Larson

Client Service Specialist