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Meet Our Team

From diverse professional backgrounds, our team of professionals
join together to create a unique experience for our clients.

Sue Marsh Team Image

Sue Marsh

Director of Trust & Tax
Brad Neugebauer Team Image

Brad Neugebauer

Senior Advisor
Tom Hannon Team Image

Tom Hannon

CFP®

Managing Advisor
Scott Munger Team Image

Scott Munger

Senior Advisor
Amy Batta Team Image

Amy Batta

Wealth Advisor
Jacki Kolkman Team Image

Jacki Kolkman

CFP®

Managing Advisor
William Kientz Team Image

William Kientz

CLU®, ChFC®, CFP®

Wealth Advisor
Chris Tipton Team Image

Chris Tipton

CFP®, CFS®, ChFC®

Senior Advisor
Amber Rogers Team Image

Amber Rogers

Senior Managing Advisor
George Hester Team Image

George Hester

Senior Advisor
Dustin Haraway Team Image

Dustin Haraway

CFP®, AAMS®

Wealth Advisor
Travis Busch Team Image

Travis Busch

Executive Director of Wealth Advisory