Meet the Team

Adam Spence

Wealth Partner

Angie Lockwood, CPA

Vice President of Operations

Ben Streeter

Client Operations Associate

Brian Davis

Brian Wessley

Chief Talent Officer

Brian Remson, CFP®

Brian Neal, AAMS^®

Wealth Partner

Brian James

Financial Advisor

Brittany Miller

Client Care Coordinator

Charles Hart

Wealth Partner

Chris Lipper
CFP®, CIMA®

 

 

Wealth Partner

David Scott

Investment Trading Analyst

David Hefty, CFP^®

CEO and Co-Founder

Dennis Kehoe, CRCP®

Wealth Partner

Devin Nieuwlandt

Investment Operations Associate

Diedre Matheny

Paraplanner

Doug Lockwood, MBA, CFP ^®

Branch President and Wealth Partner

Edison Byzyka, CFA

Chief Investment Officer

Erik Herstad

Financial Advisor

Hannah Schuler

Client Care Coordinator

Ian Stroud

Investment Operations Associate

Investment Policy Committee

Isaiah Delph

Investment Operations Associate

Kelly Tobias

Client Operations Associate

Kentrina Mapes

Client Experience Manager

Kiersten Gaston

Client Operations Associate

Layton Ginder

Financial Advisor

Lynne Smith

Talent Development Specialist

Michael Lawler

Systems Administrator

Scott Bradtmiller

Chief Compliance Officer

Sherry Firestone

Paraplanner

Stacy Hefty

President and Co-Founder

Steve Swicegood, CFP®

Wealth Manager

Theresa Kruizenga

Paraplanner

Tom Knippa

Wealth Partner