Firm Specialists
Specialists
Anthony Wight, CFP®
Paraplanner
Brady T. Westphal ChFC®, CFS®
Annuity Specialist | Financial Advisor
John Weeks CLTC®
Agency Disability Income & Long Term Care Specialist, Financial Advisor
Kyle Ortmann
Director of the Legacy Outreach Program | Financial Advisor
Marc Chenot
Investment Specialist, Financial Advisor
Matthew Merrick
Agency Life Specialist, Managing Associate, Financial Advisor
Michael Daley CPA*, CFP®
Financial Planning Director, Financial Advisor
R. Jacob Swearingen, CFP®
Financial Planner