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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
Adam  Barnhill

Adam Barnhill

Financial Planner

Julie Belles

Julie Belles

Financial Planner

Lori Carden

Lori Carden, CRPC®

Financial Planner

Wyatt Durkin

Wyatt Durkin

Financial Planner

Bonnie Farrell

Bonnie Farrell, CRPC®

Financial Planner

John  Findley

John Findley, CRPC®

Financial Planner

John  Fletcher

John Fletcher, CRPC®

Financial Planner

Greg Glunt

Greg Glunt, CFP®

Financial Planner

Tad Raudman

Tad Raudman, CPFA®

Financial Planner

Neil Richards

Neil Richards, CRPC®

Financial Planner

Mike Tonis

Mike Tonis

Financial Planner

Jake Wilson

Jake Wilson, CRPC®

Financial Planner