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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®

Partner and Private Wealth Advisor

Rod Bustamante CFP®, ChFC®, CAP®

Private Wealth Advisor

Adam Goetzka WMCP®

Private Wealth Advisor

Andrew Christie CFP®, RICP®

Private Wealth Advisor

Randall E Hall CFP®, CLU®, ChFC®, RICP®, WMCP®

Private Wealth Advisor

Christa Schonscheck APMA®, CRPC®, CFP®

Private Wealth Service Advisor

Isaac Heckmann

Private Wealth Service Advisor

Nicole Waters

Client Service Manager

Bryan D. Brunken MBA, ChFC®

Private Wealth Service Advisor

Tia Tidd

Private Wealth Advisor

Linnea Morgan

Client Service Manager

Michael Anderson

Client Service Manager

Drew Joseph Inglesi CLU®, CFP®, ChFC®

Private Wealth Advisor

BJ Zayas

Private Wealth Associate