“Help others achieve their dreams
and you will achieve yours” - Les Brown
Financial Planning
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Your life’s goals and dreams are your own, but the path to achieving them may need clarity, requiring a distinctive service that offers individual attention and personalized guidance. Tailoring financial strategies to fit your needs requires a depth of resources from financial professionals who are seasoned and experienced. Our financial planners have the knowledge and resources to help you meet your goals by developing and helping you to implement a financial plan that will serve as a well organized roadmap. And as your life changes, so will your plan. The relationship you forge with your financial planner is for the long term.
Your unique vision, our comprehensive approach
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Through a collaborative, one-on-one relationship and a concise process, your financial planner will help you realize the full potential of your financial future by identifying and prioritizing your short- and long-term goals. This is a critical first step in helping you engineer a targeted plan that employs financial strategies customized to meet your needs.
Find a Financial Professional
- A. Moghis Mian, MBA, RICP®, LUTCF®
- A. Tony Frierdich
- A. William Dehlendorf
- Aaron Bockman ChFC®
- Addison Degen - Twin Financial
- Amanda "Mandy" Hedrick
- Amy Gleason
- Ana Holmes
- Andrew Pierce
- Andy Busby
- Anthony Wight, CFP®
- Arman Akbarzadeh
- Arthur R. Riley Jr. CFP®, CEPA®
- Ashlyn Gibbs
- Bailey Closser
- Benjamin Evers
- Brad Seib LUTCF®, RICP®
- Brad Masek CFP®
- Brady T. Westphal ChFC®, CFS®
- Brian Schmuke, CLU®, ChFC®
- Brian M. Roberts CFS®
- Brooks Kickham AIF®, ChFC®, CLU®, CFBS®, CFS®, CLTC®
- Bryan DeCoursey
- Carrie Bischof
- Ceceley Clifton
- Charlie Sottoriva
- Chase Chick
- Cheryl Linn
- Christopher Campo MBA, CFS®, CASL
- Christopher Kramer MBA
- Chuck H. Dow, CLU®, CLTC®
- Connor Silverstein
- Courtney Kesterson
- Dakota Adams
- Dan Marcotte
- Dana Riek
- David Iannetto
- David Yount, CEPA®, CLTC®
- David Heaney
- Derek Hardin
- Diona Cann
- Don Fitzgerald, CFP®
- Drew Tomek
- Dustin Irish
- Ed Drummond
- Elan Gonzalez
- Emily Newman
- Ethan Eitel
- Floyd Reed III
- Frank King
- Greg Harvey, AIF®
- Gregory Lowhorn
- Gregory D. Stein
- James Warren
- Janice Miller
- Jason Head
- Jason Iseminger
- Jason B. Harness, CLTC®, CEPA®, CFBS®
- Jeff Belzeski
- Jenna Bennett
- Jennifer Grill
- Jeremy Harness, CEPA®, RICP®
- John Weeks CLTC®, CPFA®
- John Dodson
- John Distefano
- John Widner
- Jordan Wright
- Joseph Thomas
- Joseph Ackfeld
- Julie Roach
- Julie Avey
- Justin Hennessey CFP®, ChFC®, CLU®
- Justin Houston
- Kara Perry
- Katie Bennett ChFC®
- Katie Wojciechowski
- Kayle Wright
- Kelly Morrison
- Kelly Zurliene
- Kim O'Shea
- Kody Cook
- Kristen Phillips
- Kyle Ortmann
- Lanny Curnes
- Larry R. Gann CLU®, ChFC®
- Leonard "Fritz" Sander Jr.
- Logan Offner
- Luke Niemeyer, FSCP®
- Lynn Richmond
- Madison Schue
- Mallory Immethun
- Marc Chenot
- Marc Hammer
- Mark Hiatt
- Marquisse Taylor
- Mary Busby-Simpson
- Mason Hill
- Matt Dieker
- Matt Albers
- Matt Westphal
- Matthew Merrick
- Matthew Cybulski
- Matthew Perruccio
- Max Pulley
- Meaghan Keeven
- Megan Knight
- Megan Gary
- Michael Middleton, CLTC® , RHU®
- Michael Vanzandt
- Michael E. Fleming
- Mike Fleming CLU®, ChFC®, CFP®, RICP®
- Morgan Paulson
- Myla Picker
- Nathan Duncan
- Oliver Byers, MBA
- Paige Brooks
- Patrick Niemeyer
- Paul Rodden
- Philip A. Miceli III
- Phillip Barringer
- Phillip R. Wight
- R. Jacob Swearingen, CFP®
- Rachel Tucker-Acharya
- Rachel Vogel
- Re'al Sutton
- Robert Herdler CLU®, ChFC®, ChSNC™
- Ryan Paisley, CRPC®
- Sam Schell
- Sam Jordan, CFP®
- Samantha Corbitt
- Sarah Ringkor
- Saz Shrestha, CFP®
- Scott Sanders
- Scott D. Colby CLU®, ChFC®
- Scott J. Wheeler
- Shelley Hines
- Sheri Levingston
- Spencer Phillips, CIMA®
- Stanton Lohrengel
- Stephanie Westwood Rothermich CLU®, CFBS®
- Steve Draper
- Steve Dolan
- Ted A. Guebert
- Thelma Ruff
- Thomas Hadican
- Timothy Smith ChFC®, CLU®
- Tom Bindbeutel
- Trenton Hyde
- Trevor Uhls, MBA
- Trevor Price
- Tye Parker
- Tyler Roberts
- Tyler A. Cox
- Tylor McDonald
- Wood Faugue