Michael McConachie, CFP®, CRPC®, AIF®
Founder, Investment Director, Financial Advisor and Financial Planner
Faris Nagle
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
Taylor Winbush
Client Ambassador
Emma Snell
Client Relationship Manager
Lucas Ciabattoni
Business Analyst
Toni Koehler
Personal Assistant to Ron Koehler
Ann Wettergren
Personal Marketing Assistant to Shawn Wermerskirchen