Our Team

Richard Bascom

Associate Wealth Advisor

Mark A. Bennett, CFA

Principal & Portfolio Manager

Andrea D. Costa, Esq.

Vice President, Wealth Strategy & Financial Planning

Ben Hardigg, CFP^®

Vice President, Wealth Advisor

Michael L. Hermes, CFP^®, CFA

Vice President, Wealth Advisor, Registered Representative

Terence L. Horan, CLU, ChFC, CAP

President & Chief Executive Officer, Registered Principal

David Lohre, AIF^®

Vice President, Wealth Advisor, Registered Representative

Lisa Marek

Client Services Manager

Michael D. Napier, CFP^®

Managing Partner, Wealth Advisor, Registered Principal

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

Christine Stine

Senior Relationship Manager, Registered Representative

David Templeton, CFA

Principal & Portfolio Manager

Meet Our Team

Richard Bascom

Mark A. Bennett, CFA

Andrea D. Costa, Esq.

Ben Hardigg, CFP®

Michael L. Hermes, CFP®, CFA

Terence L. Horan, CLU, ChFC, CAP

David Lohre, AIF®

Lisa Marek

Michael D. Napier, CFP®

Todd Poellein, CFA

Keith E. Prince, CFP®

Thomas Reitzes, CFP®, NSSA®

Mike Reynolds

Christine Stine

David Templeton, CFA

Experience an Abundant & Productive Life

Ben Hardigg, CFP^®

Michael L. Hermes, CFP^®, CFA

David Lohre, AIF^®

Michael D. Napier, CFP^®

Keith E. Prince, CFP^®

Thomas Reitzes, CFP^®, NSSA^®