Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.


Our advisors

Bradley Epps

MBA, CRPC, CKA®

Private Wealth Advisor

Certified Kingdom Advisor
Learn more about Bradley Epps Visit Bradley Epps's website

Bryan Everhart

CRPC, APMA

Private Wealth Advisor

Learn more about Bryan Everhart Visit Bryan Everhart's website

David Blackwell

AAMS, APMA

Financial Advisor

Learn more about David Blackwell Visit David Blackwell's website

Caleb Bogia Curles

CFP®

Associate Financial Advisor

Learn more about Caleb Bogia Curles Visit Caleb Bogia Curles's website

Kendra Dietrich

CRPC

Associate Financial Advisor

Learn more about Kendra Dietrich Visit Kendra Dietrich's website


Our team

Missy Eckroth

Missy Eckroth

Operations Director

Roles & Responsibilities

  • Missy is in charge of daily operations, procedures, and client service.
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Beth White

Beth White

Administrative Assistant

Michelle McGovern

Michelle McGovern

Paraplanner,

Client Service Specialist
Joanne Smith

Joanne Smith

Client Service Coordinator

Will Bemesderfer

Investment Specialist

Brittain Horst

Client Service Specialist