Michael McConachie, CFP®, CRPC®, AIF®
Founder, Investment Director, Financial Advisor and Financial Planner
Faris Nagle, CFP®
Partner, Financial Advisor and Financial Planner
Shawn Wermerskirchen, CASL®
Partner, Financial Planner
William J. Sloan ChFC®, CLU®
Partner, Financial Advisor
Ron Koehler, ChFC®, LUTCF®
Partner, Financial Planner, Financial Services Executive, Investment Advisor Representative
Schuyler C. Woodhull III
Financial Services Representative and Financial Planner
Erin Selton
Sr. Client Relationship Manager
Emma Snell
Client Relationship Manager
Lucas Ciabattoni, CFA
Investment Director
Dana Rose
Client Relationship Manager
Maddy Lavalle
Intern
Andrew Thomas
Intern
Ann Wettergren
Personal Marketing Assistant to Shawn Wermerskirchen
Toni Koehler
Personal Assistant to Ron Koehler