Values-Based Financial Planners
-
Kevin Korhorn, CFP®, ChFC®, AIF®
CERTIFIED FINANCIAL PLANNER™ / Owner & Founder
-
Mike Bernard, CFP®, ChFC®, AIF®, EA
CERTIFIED FINANCIAL PLANNER™ / Owner
-
Joshua Gregory, CFP®, ChFC®, CKA
CERTIFIED FINANCIAL PLANNER™ / Owner
-
William Mock, CFP®, ChFC®, CRPC®
CERTIFIED FINANCIAL PLANNER™
-
Matt Hoke, CFP®, ChFC®
CERTIFIED FINANCIAL PLANNER™
-
Amy Masters, CFP®, ChFC®
CERTIFIED FINANCIAL PLANNER™
-
Ben deBock, CFP®, ChFC®
CERTIFIED FINANCIAL PLANNER™
-
Jared Moxness, CFP®, CPA, CEPA
CERTIFIED FINANCIAL PLANNER™
-
Tanner Watson, CFP®
CERTIFIED FINANCIAL PLANNER™
-
Zach Broadwick, CFP®
CERTIFIED FINANCIAL PLANNER™
-
Ben Chambers, CFP®, AIF®
CERTIFIED FINANCIAL PLANNER™
-
Brandon Stoller, CFP®,
CERTIFIED FINANCIAL PLANNER™
-
Tayler Rhoda, CFP®, ChFC®
CERTIFIED FINANCIAL PLANNER™
-
Jared Miller, CFP®, CPA
CERTIFIED FINANCIAL PLANNER™
-
Brendon Handy, CFP®, ChFC®
CERTIFIED FINANCIAL PLANNER™
-
Holden Price, CFP®, ChFC®
CERTIFIED FINANCIAL PLANNER™
-
Bradley Simich, AAMS®
Financial Planner
-
Eric Wood, FPQP™
Financial Planner
-
Eli Thomas
Financial Planner
-
Caden Goggins
Financial Planner
-
Heather Plummer
Director of Client Experience
-
Kristin Broadwick
Client Service Coordinator
-
Abigail Mehall
Client Service Coordinator
-
Victoria Skaggs
Client Service Coordinator
-
Keely Snodgrass
Client Service Coordinator
-
Tracy Van Damme
Client Service Coordinator
-
Corey Johnson, CFP®, AIF®, CRPS®
Retirement Plans Advisor
-
Joshua Fritzke, CFP®
Retirement Plans Advisor
-
Kim Polsgrove, AIF®, CRPS®
Retirement Plans Administrator
-
Michael Hostetler
Client Service Coordinator
-
Lai Ashenfelter
Implementation Coordinator
-
Diana Dimian
Implementation Coordinator
-
Michael Fritschi, ChFC®
Implementation Coordinator
-
Rachel Sarber-Fritschi
Implementation Coordinator
-
Faneromeni Talia, MBA
Implementation Coordinator
-
Marcy Rensberger
Implementation Coordinator
-
Jackson Taylor
Implementation Coordinator
-
Kyle Hanby, CFP®
Financial Planning Coordinator
-
Tom Fautz
Financial Planning Coordinator
-
Maria A. Paz
Financial Planning Coordinator
-
James Baklashev
Financial Planning Coordinator
-
Nicolas Ludwig
Financial Planning Coordinator
-
Kaleb Parrett
Financial Planning Coordinator
Tax Planners
-
Ryan Fair, CPA, CFP®
Tax Advisor
-
Scott Anson, CPA
Tax Advisor
-
Jay Ulbricht
Tax Advisor
-
Laura Sackett
Accounting Processor & Onboarding Manager
-
Rachelle Hillebrand
Staff Accountant
-
Robin Curtis
Accounting Processor & Relationship Manager
-
Morgan Harris
Payroll Processor
-
Emily Risener
Accounting & Payroll Processor
-
Kerri Cook
Client Service Coordinator
-
Jennifer Wyant
Client Service Coordinator
Insurance Planners
-
Alysia Boehner, CIC, CPRM
Insurance Advisor
-
Janet Herreman, CISR
Insurance Advisor
-
Christine Hernandez
Insurance Advisor
-
Kris LaFrenier, RPLU
Insurance Advisor
-
Tyler Holder
Insurance Advisor
-
Heather Workman
Insurance Advisor
-
Tammy L. Boys
Insurance Advisor
-
Debra Haynes
Insurance Advisor
-
Ashlie Reinke
Insurance Advisor
-
Gillian Smith
Insurance Advisor
-
Ted Foster, RHU
Health Insurance Advisor
-
Craig A. Wiker
Health Insurance Advisor
-
Ben Bulgrien, FHIAS®
Health Insurance Advisor
-
Amanda Selesky
Life & Health Insurance Advisor
-
Karsten Kary
Client Service Coordinator
-
Mitch Hixenbaugh
Client Service Coordinator
Corporate Team
-
Summer Hathaway, CFP®
Systems and Operations Manager
-
Phil Fletcher
Business Analyst
-
John Butler
Systems and Technology Specialist
-
Jason Matthews, CSCP®
Compliance Manager
-
Lindsey Frick
Marketing Administrator
-
Lisa Cutting
Human Resources Director
-
Nicole Nath
Recruiting Specialist
-
Lauren Plummer
Branch Administrator
-
Jaiden McMinn
Branch Administrator
-
Amye Decker
Executive Assistant
-
Dave Martin
Facilities Manager
-
Tara Perkins
Corporate Accountant
-
Kim Osowski
Assistant Corporate Accountant