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
- Tax Team
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
Financial Advisor
Jeff Locker, CFS®, ChFC®, AIF®
Founder, Chief Executive Officer and Financial Advisor
Tim Chambliss
Financial Advisor
Kurt Sergiewich
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
Office Manager
Patti Alexander
Corporate Communications/Front Desk Receptionist
Lauren Reed
Paraplanner
Courtney Hoscheit
Paraplanner
Sara Schack
Director of Operations
Nathan White
Vice President, Licensed Healthcare Advisor
Tom Jacobs
Licensed Healthcare Advisor
Peggy Stelzer
Licensed Healthcare Advisor
Craig Abt
Licensed Healthcare Advisor
Kim Willbrand
Chief Financial Officer
Makenzie Rose
Tax & Business Accounting Associate
Start Investing In Your Future
We’re here to help you realize the financial growth and stability you desire.
