Brad Bishop

Financial Advisor

How I can help: Estate, tax, retirement, business and special needs planning

Mike Kern

Financial Advisor

How I can help: Cash flow analysis, retirement planning, goal planning

Faith Geating

Research Analyst

How I can help: Portfolio management, rebalancing, risk management, and asset allocation

Jimmy Kustra

Operations Specialist

How I can help Account Opening, Distributions, Beneficiary Updates

Suzanne Randall

Office Manager

How I can help: Scheduling, account information updates, contact updates, and basically anything else that you may need