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.

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Our advisors

Brandon Meyer

CFP®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Brandon Meyer Visit Brandon Meyer's website

Kaylob Croston

APMA®

Financial Advisor

Learn more about Kaylob Croston Visit Kaylob Croston's website

Tammy Schmidt

APMA®

Financial Advisor

Learn more about Tammy Schmidt Visit Tammy Schmidt's website

David S Meyer

CFP®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about David S Meyer Visit David S Meyer's website

Tania M Meyer

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Tania M Meyer Visit Tania M Meyer's website


Our team

Nancy Tibbet

Nancy Tibbet

Operations Specialist

Melissa Westphal

Melissa Westphal

Client Service Coordinator

Rebecca Johnson

Rebecca Johnson

Client Service Specialist

Tammy L Schmidt

Tammy L Schmidt

Paraplanner

Courtney Meyer

Courtney Meyer

Client Service Specialist

Braeden Skifton

Braeden Skifton

Administrative Assistant

Derek Helm

Derek Helm

Administrative Assistant