Our Team

Team Members In

Advisors

Matthew Jaeger

CFP®

Associate Director, Wealth Advisor

Jenna Johnson

RICP®

Senior Director, Wealth Advisor

Carter Justice

CPA

Senior Associate, Tax Specialist

Michael Kelley

Vice President, Wealth Advisor

Laura Kiick

CFP®, CRPC

Vice President, Wealth Advisor

Aaron Klein

CFP®

Director, Wealth Advisor

Jason Kley

CFP®, AIF®, MBA

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