Meet The Team

team of experts.

Financial Planning Committee

Josh Pierce, CFP®, AWMA®

PRESIDENT

Favorite local restaurant?
Pokey's

Chris Stone

INSURANCE SPECIALIST

Insurance legacy?
2nd generation, 17 year veteran

Lacy Zahn

ADMINISTRATIVE ASSISTANT

How good are my homemade Jellies & Jam?
Pretty dang good!

Cheryl Dirks

OPERATIONS & ACCOUNTS ADMIN

Favorite vacation?
A cruise on the Mediterranean Sea and the Aegean Sea

Brett Hansen

MARKETING

Favorite thing climbed?
Devil's Tower