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
President
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
Paraplanner
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.
