“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
- Anthony Wight, CFP®
- Arman Akbarzadeh
- Arthur R. Riley Jr. CFP®, CEPA®
- Ashlyn Gibbs
- Brad Seib LUTCF®, RICP®
- Brad Masek CFP®
- Brady T. Westphal ChFC®, CFS®
- Brian Schmuke
- Brian Wacha
- Brian M. Roberts CFS®
- Brittany Marquart
- Brooks Kickham ChFC®, CLU®, CFBS, CFS® CLTC®, CFS®
- Bryan DeCoursey
- Carrie Bischof
- Charlie Sottoriva
- Chase Chick
- Chelse Swoboda
- Cheryl Linn
- Christopher Campo MBA, CFS®, CASL
- Christopher Kramer MBA
- Chuck H. Dow, CLU®, CLTC®
- Cole Fletcher
- Connor Silverstein
- Dakota Adams
- Dan Marcotte
- Dana Riek
- David Iannetto
- David Yount, CEPA®, CLTC®
- Derek Hardin
- Diona Cann
- DJ Read
- Don Fitzgerald, CFP®
- Drew Tomek
- Dustin Irish
- Ed Drummond
- Edward Banks-Johnson Jr
- Eric Krumm
- Eric Krus
- Eric Burke
- Ethan Eitel
- Floyd Reed III
- Greg Harvey, AIF®
- Gregory D. Stein
- Jacob Crooks
- James Warren
- Janice Miller
- Jared Palmer
- 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 Sample, MBA
- Joseph Thomas
- Julie Avey
- Justin Hennessey CFP®, ChFC®, CLU®
- Kara Perry
- Kathy Mueller
- 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®
- Stanton Lohrengel
- Stephanie Westwood Rothermich CLU®, CFBS®
- Stephen Lather
- Steve Draper
- Ted A. Guebert
- Thelma Ruff
- Thomas Hadican
- Timothy Smith ChFC®, CLU®
- Tina Lender
- Tom Bindbeutel
- Trenton Hagen
- Trevor Uhls, MBA
- Trevor Price
- Tristan Aycock
- Tyler Roberts
- Tylor McDonald