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Our Team

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

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  • Financial Team
  • Senior Benefits Solutions Team
  • Tax Team
Headshot of Tom Reed

Thomas R. Reed III


Wayne Klenke headshot

Wayne Klenke

Partner and Wealth Advisor

Steven L Stillman headshot

Steve L. Stillman

Financial Advisor

Lori Turner headshot

Lori Turner

Wealth Manager

Scott M Browne headshot

Scott M. Browne, ChFC®

Wealth Advisor

Chris Jacobs headshot

Chris Jacobs, WMCP

Financial Advisor

Jeff Locker headshot

Jeff Locker, CFS®, ChFC®, AIF®

Founder, Chief Executive Officer and Financial Advisor

Tim Chambliss

Financial Advisor

Kelly Stonebarger headshot

Kelly Stonebarger, MBA, CFP®

Senior Vice President, Financial Planning Specialist

Steven Kenny headshot

Steven Kenny

Senior Manager, Internal Portfolio Manager

Lindsey Schroeter headshot

Lindsey Schroeter

Executive Assistant to Wayne Klenke

Maryjane M. Stillman

Executive Assistant to Steven L. Stillman

Meina Feilner headshot

Mina Feilner

Office Manager

Patti Alexander headshot

Patti Alexander

Corporate Communications/Front Desk Receptionist

Lauren Reed


Courtney Hoscheit


Nathan White headshot

Nathan White

Vice President, Licensed Healthcare Advisor

Tom Jacobs

Licensed Healthcare Advisor

Peggy Stelzer

Licensed Healthcare Advisor

Craig Abt

Licensed Healthcare Advisor

Headshot of Bruce Highfield

Bruce Highfield

Licensed Healthcare Advisor

Lisa Bushur-Harris, CPA, PhD, EA

Partner & Director of Tax

Kim Willbrand

Partner & Chief Financial Officer

Makenzie Rose

Tax & Business Accounting Associate

Headshot of Sara Schack

Sara Schack

Director of Operations

Headshot of Kurt Sergiewich

Kurt Sergiewich

Financial Advisor

Headshot of Jessica West

Jessica West

Tax & Business Accounting Associate

Start Investing In Your Future

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

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