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MEET THE TEAM

 

 

 

 

RYAN HEACOCK, CKA®

Financial Planner

 

 

 

 

MARSHALL WILLIAMS, CRPS® AIF®

Financial Advisor

 

 

 

 

JON GREENE

Financial Advisor

 

 

 

 

JON DAVIS,  CFP®, CKA®

Financial Advisor

 

 

 

 

ZACH LIPTON

Financial Advisor

 

 

 

 

JOHN KIEPE, CFA®, CPA®, EA®

Research Analyst

 

 

 

 

LUCI LA CHANCE

Executive Assistant

 

 

 

 

NORA STOREY

Executive Assistant

 

 

 

 

JENNIFER ELLISON

Executive Assistant

 

 

 

 

KELLY NUESS

Event Specialist

 

 

 

 

BETHANY FINK

Executive Assistant

 

 

 

 

 

 

 

Schedule a Meeting with Us Today

Take the next step toward financial clarity and peace of mind with a team committed to serving you with wisdom and integrity.