Broker Check

Firm Specialists

Specialists

Brady T. Westphal ChFC®, CFS®

Brady T. Westphal ChFC®, CFS®

Annuity Specialist | Financial Advisor

John Weeks CLTC®

John Weeks CLTC®

Agency Disability Income & Long Term Care Specialist, Financial Advisor

Kyle Ortmann

Kyle Ortmann

Director of the Legacy Outreach Program | Financial Advisor

Marc Chenot

Marc Chenot

Investment Specialist, Financial Advisor

Matthew Merrick

Matthew Merrick

Agency Life Specialist, Managing Associate, Financial Advisor

Michael Daley CPA*

Michael Daley CPA*

Financial Planning Director, Financial Advisor

R. Jacob Swearingen

R. Jacob Swearingen, CFP®

Financial Planning Department– Planner