Our advisors

Scott Bechtold

Scott Bechtold

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
Learn more about Scott Bechtold Visit Scott Bechtold's website
Jim Davis

Jim Davis

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Jim Davis Visit Jim Davis's website
Lon Jury

Lon Jury

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Lon Jury Visit Lon Jury's website
Rick Morris

Rick Morris

Financial Advisor

Learn more about Rick Morris Visit Rick Morris's website
Lee Walp

Lee Walp

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Lee Walp Visit Lee Walp's website
Tim Nuttle

Tim Nuttle

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Tim Nuttle Visit Tim Nuttle's website
Charles Walp

Charles Walp

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Charles Walp Visit Charles Walp's website
Jay Rhoads

Jay Rhoads

Financial Advisor

Learn more about Jay Rhoads Visit Jay Rhoads's website

Our team

Trish Greising

Trish Greising

Operations Director

Jenn Scheetz

Jenn Scheetz

Client Service Manager,

Marketing Specialist
Trent Trueper

Trent Trueper

Financial Planning Analyst,

Client Relationship Manager
Joel Reid

Joel Reid

Client Service Specialist