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Helping People and Companies Thrive Through Empowered Financial Solutions

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Our Team

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Practicing Partners | Corporate Retirement Plans | Wealth Management | Owners’ Group

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CORPORATE RETIREMENT PLANS

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Tom Mayer

Partner[/vc_column_text][vc_empty_space][/vc_column][vc_column width=”1/4″][marvelous_image_swap beforeimage=”3140″ afterimage=”3147″ link=”url:%2Fdrew-denny%2F|||”][vc_column_text]

Drew Denny

Partner[/vc_column_text][vc_empty_space][/vc_column][vc_column width=”1/4″][marvelous_image_swap beforeimage=”3138″ afterimage=”3145″ link=”url:%2Fsteve-wylam%2F|||”][vc_column_text]

Steve Wylam

Partner[/vc_column_text][vc_empty_space][/vc_column][vc_column width=”1/4″][marvelous_image_swap beforeimage=”3135″ afterimage=”3142″ link=”url:%2Fleah-hill%2F|||”][vc_column_text]

Leah Hill

Partner, Director – Retirement Plan Services[/vc_column_text][vc_empty_space][/vc_column][/vc_row][vc_row css_animation=”” row_type=”row” use_row_as_full_screen_section=”no” type=”grid” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern” padding_top=”40″ padding_bottom=”40″][vc_column width=”1/4″][marvelous_image_swap beforeimage=”3512″ afterimage=”3511″ link=”url:%2Falex-sylvester%2F|||”][vc_column_text]

Alex Sylvester

Partner[/vc_column_text][vc_empty_space][/vc_column][vc_column width=”1/4″][marvelous_image_swap beforeimage=”3136″ afterimage=”3143″ link=”url:%2Fmichael-richardson%2F|||”][vc_column_text]

Michael Richardson

Partner[/vc_column_text][vc_empty_space][/vc_column][vc_column width=”1/4″][marvelous_image_swap beforeimage=”3161″ afterimage=”3152″ link=”url:%2Fdavidbauer%2F|||”][vc_column_text]

David Bauer

Director – Investment Management
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Holly Willman

Director – Creative & Strategic Operations[/vc_column_text][vc_empty_space][/vc_column][/vc_row][vc_row css_animation=”” row_type=”row” use_row_as_full_screen_section=”no” type=”grid” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern” padding_top=”40″ padding_bottom=”40″][vc_column width=”1/4″][marvelous_image_swap beforeimage=”3162″ afterimage=”3153″ link=”url:%2Fgarrett-smith%2F|||”][vc_column_text]

Garrett Smith

Wealth Advisor[/vc_column_text][vc_empty_space][/vc_column][vc_column width=”1/4″][marvelous_image_swap beforeimage=”3589″ afterimage=”3590″ link=”url:%2Fgeorge-lauck%2F|||”][vc_column_text]

George Lauck

Wealth Advisor[/vc_column_text][vc_empty_space][/vc_column][vc_column width=”1/4″][marvelous_image_swap beforeimage=”3165″ afterimage=”3156″ link=”url:%2Fnick-wylam%2F|||”][vc_column_text]

Nick Wylam

Retirement Solutions Consultant[/vc_column_text][vc_empty_space][/vc_column][vc_column width=”1/4″][marvelous_image_swap beforeimage=”3170″ afterimage=”3151″ link=”url:%2Fbrittany-vollmar%2F|||”][vc_column_text]

Brittany Vollmar

Client Relationship Consultant[/vc_column_text][vc_empty_space][/vc_column][/vc_row][vc_row css_animation=”” row_type=”row” use_row_as_full_screen_section=”no” type=”grid” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern” padding_top=”40″ padding_bottom=”40″][vc_column width=”1/4″][marvelous_image_swap link=”url:%2Fnoel-phillips%2F|||” beforeimage=”3483″ afterimage=”3482″][vc_column_text]

Noel Phillips

Client Relationship Consultant[/vc_column_text][vc_empty_space][/vc_column][vc_column width=”1/4″][marvelous_image_swap beforeimage=”3523″ afterimage=”3524″ link=”url:%2Fdanielle-corigliano%2F|||”][vc_column_text]

Danielle Corigliano

Client Relationship Consultant[/vc_column_text][vc_empty_space][/vc_column][vc_column width=”1/4″][marvelous_image_swap beforeimage=”3605″ afterimage=”3604″ link=”url:%2Fjoe-miller%2F|||”][vc_column_text]

Joe Miller

Client Relationship Consultant[/vc_column_text][vc_empty_space][/vc_column][vc_column width=”1/4″][marvelous_image_swap beforeimage=”3167″ afterimage=”3158″ link=”url:%2Fvalerie-scott%2F|||”][vc_column_text]

Valerie Scott

Client Solutions Coordinator[/vc_column_text][vc_empty_space][/vc_column][/vc_row][vc_row css_animation=”” row_type=”row” use_row_as_full_screen_section=”no” type=”grid” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern” padding_top=”40″ padding_bottom=”40″][vc_column width=”1/4″][marvelous_image_swap beforeimage=”3166″ afterimage=”3157″ link=”url:%2Fshawny-adams%2F|||”][vc_column_text]

Shawny Adams

Client Solutions Coordinator[/vc_column_text][vc_empty_space][/vc_column][vc_column width=”1/4″][/vc_column][vc_column width=”1/4″][/vc_column][vc_column width=”1/4″][/vc_column][/vc_row]

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