Our Team

Richard Bascom

Associate Wealth Advisor

Meghan Beach

Underwriting Manager, Registered Representative

Mark A. Bennett, CFA

Principal & Portfolio Manager

Macy Brown

Digital Communications Manager

Paul A. Carl Jr., CPFA^™

Vice President, Registered Representative

Andrea D. Costa, Esq.

Vice President, Wealth Strategy & Financial Planning

Angela Edwards

Client Service Specialist

Connie Grosser

Chief Compliance Officer

Ben Hardigg, CFP^®

Vice President, Wealth Advisor

Kelsey Murray, CPFA^™, QKA

Relationship Manager, Registered Representative

Michael L. Hermes, CFP^®, CFA

Vice President, Wealth Advisor, Registered Representative

Carol Hilliard

Guest Relations

Gregory L. Hoernschemeyer, CLU

Senior Vice President, Registered Representative

Terence L. Horan, CLU, ChFC, CAP

President & Chief Executive Officer, Registered Principal

Brett Hord

Vice President, Information Technology

Ryan Janka

Client Service Associate

David Lohre, AIF^®

Vice President, Wealth Advisor, Registered Representative

Rita Macke, FLMI, ACS, DIA

Relationship Manager, Registered Representative

Lisa Marek

Client Services Manager

Zac Martin

Investment Associate

Michael D. Napier, CFP^®

Managing Partner, Wealth Advisor, Registered Principal

Melissa Platt

Staff Accountant

Todd Poellein, CFA

Principal & Portfolio Manager

Keith E. Prince, CFP^®

Director of Financial Planning

Thomas Reitzes, CFP^®, NSSA^®

Wealth Advisor

Mike Reynolds

Chief Financial Officer

Jamie Sowers, SHRM-CP

Vice President Corporate Services

Christine Stine

Senior Relationship Manager, Registered Representative

David Templeton, CFA

Principal & Portfolio Manager

Rachele Wolf, CPFA^™

Vice President, Relationship Manager, Registered Representative

Meet Our Team

Richard Bascom

Meghan Beach

Mark A. Bennett, CFA

Macy Brown

Paul A. Carl Jr., CPFA™

Andrea D. Costa, Esq.

Angela Edwards

Connie Grosser

Ben Hardigg, CFP®

Kelsey Murray, CPFA™, QKA

Michael L. Hermes, CFP®, CFA

Carol Hilliard

Gregory L. Hoernschemeyer, CLU

Terence L. Horan, CLU, ChFC, CAP

Brett Hord

Ryan Janka

David Lohre, AIF®

Rita Macke, FLMI, ACS, DIA

Lisa Marek

Zac Martin

Michael D. Napier, CFP®

Melissa Platt

Todd Poellein, CFA

Keith E. Prince, CFP®

Thomas Reitzes, CFP®, NSSA®

Mike Reynolds

Jamie Sowers, SHRM-CP

Christine Stine

David Templeton, CFA

Rachele Wolf, CPFA™

Experience an Abundant & Productive Life

Paul A. Carl Jr., CPFA^™

Ben Hardigg, CFP^®

Kelsey Murray, CPFA^™, QKA

Michael L. Hermes, CFP^®, CFA

David Lohre, AIF^®

Michael D. Napier, CFP^®

Keith E. Prince, CFP^®

Thomas Reitzes, CFP^®, NSSA^®

Rachele Wolf, CPFA^™