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The best financial meetings have nothing to do with money.

Meet Our Team

Our most valuable asset is our people. When you work with us, you work with our entire team of experienced and highly skilled professionals. We also consult our panel of CPAs, insurance advisors, estate attorneys and business planners to ensure every facet of your life is taken into account to best manage your capital and serve your financial goals.

Financial Advisors

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Brian Cochran

FINANCIAL PLANNER | CFP® | CKA®

Areas of Expertise

Succession | Small Business | Retirement | Generosity

Drawing of Cole Leonida, FINANCIAL PLANNER | CFP® | CKA®

Cole Leonida

FINANCIAL PLANNER | CFP® | CKA®

Areas of Expertise

Estate Planning | Tax Strategy | Retirement | Insurance & Annuity

Sketch of Joe Limke, FINANCIAL ADVISOR | AAMS® | CKA®

Joe Limke

FINANCIAL ADVISOR | AAMS® | CKA®

Areas of Expertise

Retirement | Estate Planning | Medical Professionals | Tax Strategy

John Onesti, FINANCIAL PLANNER | CFP® | CKA®

John Onesti

FINANCIAL PLANNER | CFP® | CKA®

Areas of Expertise

Retirement | Commodities | Technical Analysis | Tax Strategy

Sketch of Andy Ferguson, FINANCIAL PLANNER | CFP® | CKA®

Andy Ferguson

FINANCIAL PLANNER | CFP® | CKA®

Areas of Expertise

Retirement | Insurance & Annuity | Education Planning | Pastoral Finance

Sketch of Bethany Filer, ASSISTANT FINANCIAL ADVISOR

Bethany Filer

ASSISTANT FINANCIAL ADVISOR

Areas of Expertise

Young Professionals | Personal Finance | Generosity

Sketch of Kaile Judge, ASSISTANT FINANCIAL ADVISOR

Kaile Judge

ASSISTANT FINANCIAL ADVISOR

Areas of Expertise

Young Professionals | Retirement | Personal Finance

Client Services

Sketch of Greg Hartenbower, SENIOR CLIENT SERVICES MANAGER | AAMS® | CRPC® | CKA®

Greg Hartenbower

SENIOR CLIENT SERVICES MANAGER | AAMS® | CRPC® | CKA®

Areas of Expertise

Account Opening | Charitable Giving | Trading | Account Transfers

Sketch of Ericka Bender, CLIENT SERVICES MANAGER

Ericka Bender

CLIENT SERVICES MANAGER

Areas of Expertise

Account Opening | Account Transfers | Charitable Giving | Event Planning

Sketch of Dan Jameson, SENIOR CLIENT SERVICES MANAGER | MBA | AAMS®

Dan Jameson

SENIOR CLIENT SERVICES MANAGER | MBA | AAMS®

Areas of Expertise

Account Opening | Trading | Line of Credit | Annuity Contracts

Sketch of Debbie Repp, CLIENT SERVICES ASSOCIATE

Debbie Repp

CLIENT SERVICES ASSOCIATE

Areas of Expertise

Money Movement | Scheduling | Tax Forms to CPAs

Sketch of Alyssa Aguinaga, CLIENT SERVICES MANAGER

Alyssa Aguinaga

CLIENT SERVICES MANAGER

Areas of Expertise

Account Opening | Account Transfers | Money Movement | Event Planning

Sketch of Matthew Miller, INVESTMENT OPERATIONS MANAGER

Matthew Miller

INVESTMENT OPERATIONS MANAGER

Areas of Expertise

Quantitative Analysis | Investment Research | Portfolio Rebalancing

Sketch of Jami Schwalm, CHIEF COMPLIANCE OFFICER

Jami Schwalm

CHIEF COMPLIANCE OFFICER

Areas of Expertise

Compliance | Trusts & Estates | Branch Manager

Founder

Sketch of John Moore, CONSULTANT | CKA® | CIMA® | CAP®

John Moore

CONSULTANT | CKA® | CIMA® | CAP®