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Advisors and Team

We want you to experience the best of both worlds: the personal, one-on-one guidance of a small, dedicated team as well as the full collective expertise and wisdom of our entire firm. To deliver you comprehensive planning at the highest level, we’ve carefully curated a team of specialists who each bring a passion for providing top-shelf customer service. We look forward to working hand-in-hand to help you achieve your greater goals.

Glenn C Hickok CFP®, CLU®, ChFC®, RICP®, WMCP®

Partner and Private Wealth Advisor

Kurt W. Utter CFP®, CIMA®

Partner and Private Wealth Advisor

Andrew S. Grow CFP®, ChFC®

Partner and Private Wealth Advisor

Tyler Knowles CFP®, ChFC®, RICP®

Partner and Private Wealth Advisor

Rod Bustamante CFP®, ChFC®, CAP®

Private Wealth Advisor

Tia Tidd

Private Wealth Advisor

Randall E Hall CFP®

Private Wealth Advisor

Andrew Christie CFP®, RICP®

Private Wealth Advisor

Adam Goetzka WMCP®

Private Wealth Advisor

Drew Joseph Inglesi CFP®, ChFC®, CLU®

Private Wealth Advisor

Christa Schonscheck APMA®, CRPC®, CFP®

Private Wealth Service Advisor

Bryan D. Brunken MBA, ChFC®

Private Wealth Service Advisor

Isaac Heckmann

Private Wealth Service Advisor

Davina Keener

Private Wealth Service Advisor

Linnea Morgan

Client Service Manager

BJ Zayas

Private Wealth Service Advisor

Michael Anderson

Client Service Manager

Kurt Mohrman CLU®

Client Service Manager