Kurt Brown, CFA®
Shareholder, Chief Investment Officer, Chief Compliance Officer
Leadership
Rita Itsell
Shareholder, Senior Financial Advisor
Jamie Menges, CFP®, CPA
Shareholder, Senior Financial Advisor
Jimmy Rogers, CFP®
Shareholder, Senior Financial Advisor
Our Team
Luke Babner
Associate Paraplanner
Joel Bleskey, CFP®
Paraplanner
Kevin Doll, CFP®
Senior Financial Advisor
Kyle Euton
Investment Advisor
Karl Lemke
Associate Paraplanner
Laurie Licata, CFP®
Financial Advisor
Beth McCampbell, FPQP™
Associate Financial Advisor
Allison Niekamp (Brockman)
Client Service Specialist
Jill Olding
Director of Office Administration
Drew Potosky, CFP®
Portfolio Manager
Alyssa Troyer
Paraplanner
Josh Underhill
Associate Paraplanner
Jillian Wendling
Paraplanner
Don’t Pay More Simply Because You Have More Money.
