Meet The Team

team of experts.

Financial Planning Committee

Josh-Profile1-10
Josh Pierce, CFP®, AWMA®
PRESIDENT

Favorite local restaurant?
Pokey's

 

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Chris Stone
Chris Stone
INSURANCE SPECIALIST

Insurance legacy?
2nd generation, 17 year veteran

 

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Tom Kaiser financial advisor
Tom Kaiser
PARAPLANNER

Craziest place lived?
Brazil

 

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jeff-bridge-financial-committee-member-assetmark
Jeff Bridge
SENIOR INVESTMENT SPECIALIST

Jeff has a black belt in Ju-Jitsu (half a lifetime ago) and is a Level I Sommelier.

 

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Mara Tebben
INVESTMENT SPECIALIST

More info coming soon...

401(k) Team

JH-Pierce-Amy-McDaniel-401(k)-specialist
Amy McDaniel, QKS, TPA
401(K) SPECIALIST

Do you have any hidden talents?

I was once an actress in an Emmy Award-winning show!

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Elizabeth Buckly
401(K) SPECIALIST

More info coming soon...

Jean Allen-Murphy bio pic
Jean Allen-Murphy, QKA
401(K) SPECIALIST

Weirdest habit?

When preparing meals for my two dogs, I will often sing songs about them, usually to the tune of popular songs or commercials.

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Administration

Lacy Zahn admin
Lacy Zahn
ADMINISTRATIVE ASSISTANT

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

 
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Cheryl Dirks selling my business
Cheryl Dirks
OPERATIONS & ACCOUNTS ADMIN

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

 
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Brett Hansen
Brett Hansen
WEBSITE MANAGEMENT

Favorite thing climbed?
Devil's Tower

 
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Lara financial Marketing
Lara Ziegler
MARKETING COORDINATOR

Is English your first language?

Sort of! I’m bilingual and grew up speaking Pennsylvania Dutch at home.

 

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