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

Advisor photo for Sam L. Rinehart

Sam L. Rinehart

CFP®, CLU®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Sam L. Rinehart
Advisor photo for Erik W. Dayhoff

Erik W. Dayhoff

CFP®, ChFC®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Erik W. Dayhoff
Advisor photo for Jason D. Fisher

Jason D. Fisher

CRPC, APMA

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Jason D. Fisher
Advisor photo for Tyler Dayhoff

Tyler Dayhoff

APMA

Financial Advisor

Learn more about Tyler Dayhoff


Our team

Amy M. Crawford

Amy M. Crawford

Administrative Assistant,

Client Service Specialist

Qualifications

  • Notary Public since 2015.

Roles & Responsibilities

  • Amy is responsible for client service in our practice. Amy schedules client appointments and helps prepare for the meetings with our advisors.
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