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