With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

Advisor photo for Skyler Tebo

Skyler Tebo

Financial Advisor

Franchise Owner
Learn more about Skyler Tebo Visit Skyler Tebo's website
Advisor photo for Dustin McWhirter

Dustin McWhirter

Financial Advisor

Financial Planning Analyst
Learn more about Dustin McWhirter Visit Dustin McWhirter's website
Advisor photo for Heath O Johnson

Heath O Johnson

Associate Financial Advisor

Learn more about Heath O Johnson Visit Heath O Johnson's website
Advisor photo for Jarrett Simon

Jarrett Simon

Associate Financial Advisor

Learn more about Jarrett Simon Visit Jarrett Simon's website


Our team

Theresa Kliewer

Theresa Kliewer

Client Service Coordinator

Melissa Sprenkle

Melissa Sprenkle

Client Service Coordinator

Latasha Dix

Latasha Dix

Client Service Coordinator