Financial Planners

Meet the Team

We believe in the power of collaboration and continuity to help you define your future. Our team of credentialed financial planners specializes in retirement planning and retirement income distribution strategies through our EASE Process.

Meet with one of our financial planners today to guide you on your path toward a successful retirement.

SCHEDULE APPOINTMENT

Lori Carden, CRPC^®

Financial Planner

Frank Cockrell, CFP^®, CRPC^®, AIF^®

Financial Planner

Bonnie Farrell, CRPC^®

Financial Planner

John Findley, CRPC^®

Financial Planner

John Fletcher, CRPC^®

Financial Planner

Nancy Fletcher, CFP^®, CRPC^®

Financial Planner

Greg Glunt, CFP^®

Financial Planner

Ken Leonardini, CFP^®, CLU^®, ChFC^®

Financial Planner

Mike Lockwood, CFP^®, CRPC^®

Financial Planner

Tad Raudman, CPFA^®

Financial Planner

Neil Richards, CRPC^®

Financial Planner

Craig Rogers, RICP^®, CLU^®

Financial Planner

Travis Simas, CFP^®, CRPC^®

Financial Planner

Brandi Stahl, CFP^®, CRPC^®

Financial Planner

Jake Wilson, CRPC^®

Financial Planner

Kelly Jordan

Director of Planner Development