Associates

In today's complex world, the expertise and clear vision of a financial professional can help you reach your financial goals.

Each of our associates has been carefully selected based on their knowledge, experience and desire to make a long-term commitment to our clients. They maintain a vigorous continuing education program to keep current on financial products, tax laws and other information that may affect you.

This information should not be considered as tax advice. Clients should consult their tax advisor regarding their own tax situation.

Casey Knake CFP® CLU ChFC

Ben D. Conover

Mike Booth

Jamie Werner

Melissa  Froehlich

Gloria Aschoff

Jade Lippman

Sheila  Wolfe