Main Team

Stephanie Smith
Stephanie Smith
Wealth Management Operations Manager
Scott Eggers
Scott Eggers
Plan Consultant
Kyle Harris
Kyle Harris
Plan Consultant
Photo of Marko Ungashick
Marko Ungashick
CEO | "The Rock"
Photo of Ryan Rink
Ryan Rink
President | "The Connector"
Photo of Vern Cushenbery
Vern Cushenbery
Chief Investment Officer | "The Wonk"
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Amber Kanzenbach
Financial Coach
Photo of Andy Mich
Andy Mich
Chief Operating Officer | "Swordfish"
Photo of Bryan Montemurro
Bryan Montemurro
Financial Planner | "The Mayor of Income Town"

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Photo of Chris Ratigan
Chris Ratigan
Financial Planner | "The Strategist"