Our advisors

Advisor photo for Bradley Epps

Bradley Epps

MBA, CRPC, CKA®

Private Wealth Advisor

Certified Kingdom Advisor
Learn more about Bradley Epps Visit Bradley Epps's website
Advisor photo for Bryan Everhart

Bryan Everhart

CRPC, APMA

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Bryan Everhart Visit Bryan Everhart's website

Bradley Gibbs

CIMA®

Associate Financial Advisor

Learn more about Bradley Gibbs Visit Bradley Gibbs's website
Advisor photo for David Blackwell

David Blackwell

AAMS, CKA®

Associate Financial Advisor

Learn more about David Blackwell Visit David Blackwell's website
Advisor photo for Caleb Bogia Curles

Caleb Bogia Curles

Associate Financial Advisor

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


Our team

Missy Eckroth

Missy Eckroth

Operations Director

Qualifications

  • 15 years of experience in the financial services industry.
  • Lives in Elizabethtown with her husband and three children.

Roles & Responsibilities

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

Beth White

Administrative Assistant

Kendra Dietrich

Kendra Dietrich

Paraplanner

Michelle McGovern

Michelle McGovern

Paraplanner,

Client Service Specialist

Joanne Smith

Client Service Coordinator