With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.

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Team photo

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Our advisors

Joshua Denning

CRPC, CLTC®

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Joshua Denning Visit Joshua Denning's website

Sara Hennigar

APMA®

Associate Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Sara Hennigar Visit Sara Hennigar's website

Bronson Helt

CLTC®, APMA®

Associate Financial Advisor

Learn more about Bronson Helt Visit Bronson Helt's website

David Crose

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about David Crose Visit David Crose's website

Parker Denning

Associate Financial Advisor

Learn more about Parker Denning Visit Parker Denning's website

Rachel Conrad

Associate Financial Advisor

Learn more about Rachel Conrad Visit Rachel Conrad's website


Our team

Anna Neuweg

Anna Neuweg

Client Service Coordinator

Emily Boynton

Emily Boynton

Administrative Assistant

Shawna Hutson

Shawna Hutson

Executive Assistant

Amy Shaffer

Amy Shaffer

Administrative Assistant