Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Matthew Thompson

CRPC, APMA

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Matthew Thompson Visit Matthew Thompson's website

Robert Meyer

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Robert Meyer Visit Robert Meyer's website

Jamie Rietzke

CRPC, AAMS

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Jamie Rietzke Visit Jamie Rietzke's website

Brian Meyer

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Brian Meyer Visit Brian Meyer's website

Michael Stompoly

MBA, CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Michael Stompoly Visit Michael Stompoly's website

Adam Crews

CRPC

Financial Advisor

Learn more about Adam Crews Visit Adam Crews's website

Greg D Metz

APMA

Financial Advisor

Learn more about Greg D Metz Visit Greg D Metz's website

Katrina Jones

BFA, CRPC, CDFA®

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Katrina Jones Visit Katrina Jones's website

Steve Schenck

CFP®, MBA, MSFS

Private Wealth Advisor

Franchise Owner
Learn more about Steve Schenck Visit Steve Schenck's website

Reisha Fregoe

CFP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Reisha Fregoe Visit Reisha Fregoe's website

Seth Schumacher

Associate Financial Advisor

Learn more about Seth Schumacher Visit Seth Schumacher's website

Tate Thornburg

APMA

Financial Advisor

Learn more about Tate Thornburg Visit Tate Thornburg's website


Our team

Amy Grow

Amy Grow

Operations Manager,

Client Service Specialist
Karen Tietjen

Karen Tietjen

Client Service Specialist

Wendy L Ratzlaff

Wendy L Ratzlaff

Client Service Coordinator

Kathryn L Morgan

Kathryn L Morgan

Financial Planning Assistant,

Client Service Coordinator
Marybeth Dunning

Marybeth Dunning

Receptionist

Linda Wallace

Linda Wallace

Business Development Specialist

Kimberly Yeager

Kimberly Yeager

Client Service Specialist,

Marketing Specialist
Kristina Simmons

Kristina Simmons

Client Service Coordinator