Let’s Talk
Need to connect? Choose from available time slots for project updates, support, or planning sessions.
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Shane D. Kieler, CFP®
Co-CEO
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Mark P. McFarland, CFP®
Co-CEO
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Brian Huneck, CFP®
Chief Investment Officer
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Rosemary Barnes, CFP®, CDFA, MA
Wealth Advisor
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Carly Burgess
Wealth Advisor
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Kimberly Carlson
Wealth Advisor
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Trey Carpenter, CEPA®, AAMS®
Wealth Advisor
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Jake Cleary
Wealth Advisor
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John Cress, CFP®
Wealth Advisor
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Ron Demers
Wealth Advisor
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Tom Dohogne, Jr., MPAS, CFP®
Wealth Advisor
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Coty Hainsey, CFP®
Wealth Advisor
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Nate Hedden
Wealth Advisor
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Eric Hencley, CFP®
Wealth Advisor
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Aaron Johnson
Wealth Advisor
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Zach Kuehl, CFP®
Wealth Advisor
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Ben L’Empereur, CFP®
Wealth Advisor
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Jason Li, CPFA®
Wealth Advisor
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Shelley M. Moffatt, AAMS®
Wealth Advisor
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Garrett Morgan
Wealth Advisor
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Mary Morrow
Wealth Advisor
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Laura Nash
Wealth Advisor
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Richard Precious, CRPC®,SE-AWMA®
Wealth Advisor
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David Roasa
Wealth Advisor
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Kai Schuster, AIF®
Wealth Advisor
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Ali Seth
Wealth Advisor
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Dina Siracusa
Wealth Advisor
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Carsen Strang
Wealth Advisor
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Steve Vitoratos
Wealth Advisor