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

Michael Robinson

ANNUITY SPECIALIST

More info coming soon...

Tom Kaiser

PARAPLANNER

More info coming soon...

Jeff Bridge

SENIOR INVESTMENT SPECIALIST

More info coming soon...

Mara Tebben

INVESTMENT SPECIALIST

More info coming soon...

Eric Hoelter

401(K) SPECIALIST

More info coming soon...

Amy McDaniel, QKS, TPA

401(K) SPECIALIST

More info coming soon...

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