Our Advisors

Phil Wood

Phil Wood

Financial Advisor

Kent Porter

Kent Porter

Financial Advisor

Jon Gilfry

Jon Gilfry

Financial Advisor

Laurie Ortman

Laurie Ortman

Financial Advisor

Pam Doughty

Pam Doughty

Financial Advisor

Roger White

Roger White

Financial Advisor

Randy Rhodes

Randy Rhodes

Financial Advisor

Joseph Gasnick

Joseph Gasnick

Financial Advisor

Barb Foote

Barb Foote

Financial Advisor

Mike Toussaint

Mike Toussaint

Financial Advisor

Eric Burr

Eric Burr

Financial Advisor

Larry McGowan

Larry McGowan

Financial Advisor

Jack Swanda Jr

Jack Swanda Jr

Financial Advisor

Paul Schoomaker

Paul Schoomaker

Financial Advisor

Larry Foxworthy

Larry Foxworthy

Financial Advisor

Rick Havenridge

Rick Havenridge

Financial Advisor

Craig Jones

Craig Jones

Financial Advisor

Our Staff

Val Madia

Val Madia

Business Development Director
Seth Rhodes

Seth Rhodes

Business Development Director
Financial Planning Specialist
Jerry Karnatz

Jerry Karnatz

Business Development Specialist
Chelsey Burr

Chelsey Burr

Business Development Specialist
Joyce Rodick

Joyce Rodick

Operations Director
Dylan Burenheide

Dylan Burenheide

Financial Planning Specialist
Melissa Hughes

Melissa Hughes

Operations Manager
MarrLyn Johnson

MarrLyn Johnson

Operations Manager
Dawn Griffith

Dawn Griffith

Operations Manager
Heidi Sack

Heidi Sack

Operations Manager
Kim Vogan

Kim Vogan

Operations Manager
Andrea Spencer

Andrea Spencer

Operations Manager
Eileen Toussaint

Eileen Toussaint

Operations Manager
Michelle Jacobsen

Michelle Jacobsen

Client Service Specialist
Mary-francis Hildebrand

Mary-francis Hildebrand

Client Service Specialist
Eileen Thornburg

Eileen Thornburg

Client Service Specialist
Kelli Stodola

Kelli Stodola

Client Service Specialist
Jenny Rhynalds

Jenny Rhynalds

Client Service Specialist