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



Tyler Knowles CFP®, ChFC®, RICP®
Partner and Private Wealth Advisor



Randall E Hall CFP®, CLU®, ChFC®, CASL®, RICP®
Private Wealth Advisor


Adam Goetzka WMCP®
Private Wealth Advisor

Drew Joseph Inglesi CFP®, ChFC®, RICP®, CLU®
Private Wealth Advisor

Bryan D. Brunken MBA, CFP®, ChFC®
Private Wealth Service Advisor







