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Our Team

We have financial advisors from a range of industries, all ready to have a conversation with you.

  • All
  • Financial Team
  • Senior Benefits Solutions Team

Crag Abt

Medicare Consultant

Bruce Highfield

Licensed Healthcare Advisor

Jeff Locker, CFS®, ChFC®, AIF®

Founder, Chief Executive Officer and Financial Advisor

Thomas R. Reed III


Wayne Klenke

Partner and Wealth Advisor

Steve L. Stillman

Financial Advisor

Lori Turner

Wealth Manager

Scott M. Browne, ChFC®

Wealth Advisor

Chris Jacobs, WMCP

Associate Financial Advisor

Daniel Teibel

Associate Financial Advisor

Patrick Wiegers

Associate Financial Advisor

Kelly Stonebarger, MBA, CFP®

Senior Vice President, Financial Planning Specialist

Steven Kenny

Senior Manager, Internal Portfolio Manager

Lindsey Schroeter

Executive Assistant to Wayne Klenke

Maryjane M. Stillman

Executive Assistant to Steven L. Stillman

Mina Feilner


Patti Alexander

Corporate Communications/Front Desk Receptionist

Nathan White

Vice President, Licensed Healthcare Advisor

Tom Jacobs

Medicare Advisor

Start Investing In Your Future

We’re here to help you realize the financial growth and stability you desire.

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