Our advisors

David Ponson

David Ponson

APMA®

Financial Advisor

Insurance Specialist
Learn more about David Ponson
Kylie Kern

Kylie Kern

Associate Financial Advisor

Practice Manager
Learn more about Kylie Kern
Lynna Marcel

Lynna Marcel

Associate Financial Advisor

Learn more about Lynna Marcel
Christopher Callahan

Christopher Callahan

APMA®

Financial Advisor

Learn more about Christopher Callahan
John Meyer

John Meyer

APMA®

Financial Advisor

Learn more about John Meyer
Lloyd Kern

Lloyd Kern

APMA®, CMFC®

Financial Advisor

Investment Manager
Learn more about Lloyd Kern
Thomas Meyer

Thomas Meyer

CFP®, APMA®

Private Wealth Advisor

Business Financial Advisor
Learn more about Thomas Meyer

Our team

Amy R Hebert

Amy R Hebert

Marketing Manager

Paula Christophel

Paula Christophel

Client Relationship Manager