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CONTACT AN ADVISOR
CONTACT US
CONTACT US
Services
Financial Planning
Retirement Planning
Investment Management
Estate Planning
Tax Planning
About
Why Us?
Our Team
Our Process
FAQs
Insights
Your Money
Your Business
Your Retirement
Your Legacy
Your Freedom
Market & Investments
In the News
Tools
Risk Survey
Retirement Readiness Quiz
SECURE Act RMD Calculator
401(K) CALCULATOR
Roth vs. Traditional IRA Calculator
College Readiness Quiz
Your Team
Executives
John McEwan
CFP®
Founder, Wealth Advisor
Operations
Eric McEwan
AAMS®
Wealth Advisor, Director of Business Development
Shandie Morrison
AAMS®
Planning & Operations Coordinator, Registered Representative
Investments
Burt White
Chief Strategy Officer
Ryan Detrick
Chief Market Strategist
Jessica Golson
CIPM
Vice President, Investment Operations and Performance
Mike Lawrence
CFA®
Portfolio Manager
Patrick Sittner
Director, Portfolio Strategy
Sonu Varghese
Director, Investment Platform
Research Department
Jake Bleicher
CFA®
Co-Portfolio Manager
Kevin Zlomke
Director of Trading
Todd Knott
Senior Institutional Trader
Drew Reisdorff
Senior Trader
Matthew (Matt) Smith
Senior Trader
Kellie L. Duffy
Senior Trade Operations Analyst
Kaleigh Sanders
Trading Operations Analyst
Jordan Pieper
Trading Specialist
Advanced Solutions Team
Jamie Hopkins
ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®
Managing Partner, Wealth Solutions
Erin Wood
CFP®, CRPC®, FBS®
Senior Vice President, Financial Planning
Mark Petersen
CPA, CFP®
Vice President, Affluent Wealth Planning
Matt Lewis
Vice President, Insurance
Matt Kory
Vice President, Retirement Programs
Kimberly Flynn
CFP®
Director, Wealth Planning
Scott Berryman
JD
Director, Trust Services
Mike Valenti
CPA, CFP®
Director, Tax Planning
Chris Tooker
AIF®, CFP®, CIMA®, CPWA®, MSFS
Retirement Plan Advisor
Patrick Carter
CPA
Senior Tax Planner
Beth Schanou
JD
Senior Wealth Planner
Karl Strube
Senior Tax Planner
Tom Fridrich
JD, CLU, ChFC®
Senior Wealth Planner
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