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Meet Our Team

Home Our Team

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Andy Popenfoose

Andy Popenfoose, CFA®, MS, MBA

Principal, Chief Investment Officer

Brad Duling

Brad Duling, CFP®

Principal, Senior Financial Advisor

Crystal Creekmore

Crystal Creekmore, FPQP, MBA

Principal, Chief Compliance Officer

Fred Helfrich

Fred Helfrich, CFP®

Principal, Senior Financial Advisor

George Wolfson

George Wolfson

Principal, Senior Financial Advisor

Jerry Yeager

Jerald (Jerry) Yeager, JD

Chief Executive Officer, Senior Financial Advisor

Jonathan Slocum

Jonathan Slocum, CFP®

Principal, Senior Financial Advisor

Kris Black

Kris Black, CPA

Principal, Chief Financial Officer

Rick Harrison

Rick Harrison, MBA

Principal, Senior Financial Advisor

Rod Coleman

Rod Coleman, CFP®, MBA

President, Senior Financial Advisor

Sarah Delahanty

Sarah Delahanty, CFP®, MBA

Principal, Senior Financial Advisor

R. Seth Whicker

R. Seth Whicker, CFP®, MS

Principal, Senior Financial Advisor

Steve Yeager

Steve Yeager, AIF®, MBA

Principal, Senior Financial Advisor

Thomas Ackmann

Tom Ackmann

Principal, Senior Retirement Plan Advisor

Amanda Legler

Amanda Legler, CFP®, MS

Senior Financial Planner

Andrew Kessinger

Andrew Kessinger

IT Administrator

Anne Randall

Anne Randall, FPQP

Client Service Representative

Betsy Wiegman

Betsy Wiegman, FPQP

Senior Client Service Representative

Brian Swinehart

Brian Swinehart

Financial Advisor

Dawn Wright

Dawn Wright, MBA

Financial Advisor

Deb Jones

Deb Jones, FPQP

Financial Planner

Elle Turley

Elle Turley

Marketing and Business Development Coordinator

Ethan Brown

Ethan Brown, FPQP

Client Service Representative

Evan Stark

Evan Stark, CFP®

Financial Advisor

Gabriella Tucker

Gabriella Tucker, CFP®

Financial Advisor

James Gallagher

James Gallagher

Financial Analyst

Jamie Mitchell

Jamie Mitchell

Retirement Plan Advisor

Jennesa Schweinsberg

Jennesa Schweinsberg

Client Service Representative

Jessica Way

Jessica Way, FPQP

Assistant Client Service Manager

Jodie Wolfe

Jodie Wolfe

Client Service Representative

Jonathan Hueftle

Jonathan Hueftle

Financial Advisor

Julie Wiegand

Julie Wiegand, FPQP

Client Service Manager

Kaleigh Stoddard

Kaleigh Stoddard, CFP®

Financial Advisor

Karen Thomas

Karen Thomas, M.A.

Client Relationship Coordinator

Kayla Hood

Kayla Hood

Client Service Representative

Kim Harvey

Kim Harvey, MBA

Director of Marketing

Kristen Hendrickson

Kristen Hendrickson, MBA, FPQP

Client Service Representative

Kristen Watson

Kristen Watson

Financial Planner

Mariah Sanford

Mariah Sanford

Client Service Representative

Marissa Revord

Marissa Revord

Client Service Representative

Mary Pat Latowski

Mary Pat Latowski

Financial Advisor

Michelle Hipskind

Michelle Hipskind, CFP®

Financial Advisor

Nick Gray

Nick Gray

Retirement Plan Advisor

Paul Dornbier

Paul Dornbier, CFA®, CAIA®

Senior Financial Analyst

Reba Davis

Reba Davis, CFP®

Senior Financial Planner

Rhonda Peugh

Rhonda Peugh

Client Service Representative

Rob Trudell

Rob Trudell

Financial Planner

Savannah Hillyard

Savannah Hillyard

Client Service Representative

Scott Soptick

Scott Soptick, CPA

Financial Planner

Shane Bradley

Shane Bradley, CFP®, MS

Financial Planner

Sheila McLaughlin

Sheila McLaughlin

Retirement Plan Specialist

Sydney Cale

Sydney Cale, MBA

Financial Planner

Terrill Hooks

Terrill Hooks

Corporate Administrative Assistant

Tyler Todd

Tyler Todd

Compliance/Operations Specialist

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