Bison Financial Group

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

Thomas Gregory

Thomas Gregory

Financial Advisor

Visit Thomas Gregory's website
David Vorbeck

David Vorbeck

Private Wealth Advisor

Chief Executive Officer of Bison Financial Group
Visit David Vorbeck's website
Stephen Dunnuck

Stephen Dunnuck

Financial Advisor

Chief Operating Officer of Bison Financial Group
Visit Stephen Dunnuck's website
Stephen Wien

Stephen Wien

Financial Advisor

Senior Vice President
Visit Stephen Wien's website
Gary Williams

Gary Williams

Financial Advisor

Vice President
Visit Gary Williams's website
John Hays

John Hays

Financial Advisor

Investment Specialist
Visit John Hays's website
Paul Kuzemka

Paul Kuzemka

Financial Advisor

Senior Vice President
Visit Paul Kuzemka's website

Benjamin Burbedge

Financial Advisor

Vice President
Visit Benjamin Burbedge's website
Jed McCrumb

Jed McCrumb

Financial Advisor

Senior Vice President
Visit Jed McCrumb's website
Timothy Knapper

Timothy Knapper

Financial Advisor

Vice President
Visit Timothy Knapper's website
Robert Rollins

Robert Rollins

Financial Advisor

Vice President
Visit Robert Rollins's website
Kenneth Williams

Kenneth Williams

Financial Advisor

Vice President
Visit Kenneth Williams's website
Wendy Mueller

Wendy Mueller

Financial Advisor

Vice President
Visit Wendy Mueller's website
Joseph Drury

Joseph Drury

Financial Advisor

Vice President
Visit Joseph Drury's website
Scott Erkfitz

Scott Erkfitz

Financial Advisor

Vice President
Visit Scott Erkfitz's website

Team

Tammy Turner-Vorbeck, PhD

Marketing Manager

Anita Joseph, MS

Anita Joseph, MS

Business Development Director,

Associate Vice President
Allyson Sproul

Allyson Sproul

Operations Manager

Sidney Allen

Client Service Manager

Jessica Oelling

Client Service Specialist

Emma Thomas

Client Service Specialist

Kathleen Dunnuck

Business Development Specialist

Rebecca Dunnuck

Client Service Specialist

Judy Nash

Judy Nash

Paraplanner