Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Aaron Hare, MBA, CPWA®
Private Client Group Advisor
Andrew Howard, AIF®
Retirement Plan Consultant
Brady McIntyre
Head of Associate Advisor Development & Private Client Group Advisor
Christine Gustafson
Senior Registered Client Service Associate
Elizabeth Gregory
Special Project Manager & Executive Assistant
Elizabeth Carrion Muniz
Senior Client Service Associate
Griffin Smith-CEPA
Private Client Group Advisor & Partner
Jeffrey J. Hensler, AIF®
Investment Strategist & Partner
Kentrice Anderson
Client Service Associate
M. Tye Morgan
Investment Strategist & Private Client Group Advisor
Matthew D. Krows, CFP®
Private Client Group Advisor
Rana Ozcubukcu
Client Service & Operations Associate
Ryan Baumgartner, AIF®
Investment Director - Retirement Plans
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.