David Money
Sr. Estate Planning Strategist
Grant Habersetzer, MSFP
Wealth Advisor
Doug Fabian
Sr. Vice President
Duncan Wilk, CFP®
Regional Vice President
Brian Norris, CFP®, CPFA®
Sr. Wealth Advisor
Frank Piccolo, CFP®, EA
Wealth Advisor
Kathi McMahon, CFP®
Wealth Advisor
Mia Boteler
Client Service Specialist
Renalyn Benner
Sr. Client Service Specialist
Josh Gustafson
Executive Managing Partner
David Kerber, CFP®, CRPC®, MPAS®, ABFP℠
Managing Partner
Jim Czirr, CFP®, CFA
Partner

