Our Team

Team Members In

Advisors

Michael Kelley

Vice President, Wealth Advisor

Laura Kiick

CFP®, CRPC

Vice President, Wealth Advisor

Gerry Knotek

CFP®, CPA/PFS, CGMA®, IACCP

Executive Vice President, Wealth Advisor

Cody Koletic

CFP®

Senior Director, Wealth Advisor

Claude Koontz

CFA

Senior Vice President, Wealth Advisor

Dave Kurtz

CPA

Vice President, Wealth Advisor

Linda Litner

Senior Vice President, Advisor Group Lead

Cheryl Lutman

CFP®

Senior Director, Wealth Advisor

Amber Macbeth

Series 65, FPQP

Associate Director, Wealth Advisor

Ashley Male

CFP®, AAMS

Senior Vice President, Wealth Advisor