Meet The Team

team of experts.

Financial Planning Committee

Josh Pierce, CFP®, AWMA®

PRESIDENT

Favorite local restaurant?
Pokey's

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Chris Stone

INSURANCE SPECIALIST

Insurance legacy?
2nd generation, 17 year veteran

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Tom Kaiser

PARAPLANNER

Craziest place lived?
Brazil

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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

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, 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

ADMINISTRATIVE ASSISTANT

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

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Cheryl Dirks

OPERATIONS & ACCOUNTS ADMIN

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

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Brett Hansen

WEBSITE MANAGEMENT

Favorite thing climbed?
Devil's Tower

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Lara Ziegler

MARKETING COORDINATOR

Is English your first language?

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