“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. William Dehlendorf
- Aaron Bockman ChFC®
- Addison Degen - Twin Financial
- Aimee Westrich
- Amy Gleason
- Andrew Pierce
- Andy Busby
- Ann Swerling
- 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®
- Brittany Marquart
- Brooks Kickham AIF®, ChFC®, CLU®, CFBS®, CFS®, CLTC®
- Bryan DeCoursey
- Carrie Bischof
- Chadwick Newby
- 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
- DJ Read
- Don Fitzgerald, CFP®
- Drew Tomek
- Dustin Irish
- Ed Drummond
- Edward Banks-Johnson Jr
- Eric Krumm
- Eric Burke
- Ethan Eitel
- Floyd Reed III
- Greg Harvey, AIF®
- Gregory Lowhorn
- Gregory D. Stein
- Jackson Bartholomew
- Jacob Crooks
- James Warren
- Janice Miller
- Jason Head
- Jason Cummings
- Jason Iseminger
- Jason B. Harness, CLTC®, CEPA®, CFBS®
- Jeff Belzeski
- Jenna Bennett
- Jeremy Harness, CEPA®, RICP®
- Jeremy Shook, CMFC ®
- John Weeks CLTC®
- John Dodson
- John Distefano
- Jordan Wright
- Joseph Thomas
- Julie Roach
- Julie Avey
- Justin Hennessey CFP®, ChFC®, CLU®
- Kara Perry
- Katie Bennett ChFC®
- Kayle Wright
- Kelia Sjoberg
- Kelly Morrison
- Kelly Zurliene
- Kim O'Shea
- Kody Cook
- Kristen Phillips
- Kyle Ortmann
- Lanny Curnes
- Larry R. Gann CLU®, ChFC®
- Leonard "Fritz" Sander Jr.
- Lisa Gleason
- Logan Offner
- Lori Dugger, WMCP
- Luke Niemeyer, FSCP®
- Lynn Richmond
- Madison Arcuri
- Mallory Immethun
- Marc Chenot
- Marc Hammer
- Mark Hiatt
- Marquisse Taylor
- Mary Busby-Simpson
- Mason Hill
- Matt Dieker
- Matt Albers
- Matt Westphal
- Matthew Merrick
- Matthew Rothermich
- Meaghan Keeven
- Megan Knight
- Michael Daley CPA*
- Michael Middleton, CLTC® , RHU®
- Michael Vanzandt
- Michael E. Fleming
- Mike Fleming CLU®, ChFC®, CFP®, RICP®
- Morgan Paulson
- Myla Picker
- Nathan Duncan
- Paige Brooks
- Patrick Niemeyer
- Philip A. Miceli III
- Phillip Barringer
- Phillip R. Wight
- R. Jacob Swearingen, CFP®
- Rachel Tucker-Acharya
- Rachel Vogel
- Richley West
- Robert Herdler CLU®, ChFC®, ChSNC™
- Robert Frazier
- Robert Dean, MBA
- Roger A. Koch CLU®, ChFC®, LUTCF
- Ryan Paisley, CRPC®
- Ryan McLaughlin
- Ryan S. Robinson
- Ryley Broadway
- Sam Schell
- Sam Jordan, CFP®
- Samantha Corbitt
- Sarah Ringkor
- Saz Shrestha, CFP®
- Scott Sanders
- Scott D. Colby CLU®, ChFC®
- Scott J. Wheeler
- Shelley Hines
- Spencer Phillips, CIMA®
- Stanley Strecker
- Stanton Lohrengel
- Stephanie Westwood Rothermich CLU®, CFBS®
- Steve Draper
- Ted A. Guebert
- Thelma Ruff
- Thomas Hadican
- Timothy Smith ChFC®, CLU®
- Tina Lender
- Tom Bindbeutel
- Trenton Hagen
- Trevor Uhls, MBA
- Trevor Price
- Tyler Roberts
- Tylor McDonald
- Wood Faugue