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
Associate Paraplanner
Allison Brockman
Client Service Specialist
Kevin Doll, CFP®
Senior Financial Advisor
Kyle Euton
Investment Advisor
Karl Lemke
Associate Paraplanner
Laurie Licata, CFP®
Financial Advisor
Beth McCampbell, FPQP™
Paraplanner
Jill Olding
Office Coordinator
Drew Potosky, CFP®
Portfolio Manager
Alyssa Troyer (Anderson)
Paraplanner
Jillian Wendling
Paraplanner
Don’t Pay More Simply Because You Have More Money.
