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Think Tank Specialists

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.

Larry J. Bies CFP®

Director of Investments and Planning

Sabrina L Breitenbach CFP®, APMA®, CRPC®, MSPFP

Operations Manager

Ty James Hansen RICP®, CFP®

Financial Planning Analyst

Adam Huebner CFS, RICP®

Financial Planning Analyst

Matthew R. Brandt ChFC®

Investment Operations Support

Parker Lefurgey

Financial Planning Analyst

Daniel Walsh

Operations Associate

Christian Theyerl

Operations Associate

Vaughn J Vosen

Financial Planning Analyst

Ryan Schweitzer

Investment Operations Assistant

Brandon Ramstack

Financial Planning Analyst

Brett Greish

Operations Associate

Cristin Goetzka

Operations and Investment Support Manager

Nina Nicole Reiter

Investment Operations Associate

Aarikka J. Burgess CFP®

Operations Lead

Christina Marie Hall

Administrative Assistant

Daniel Sikand CFP®, CIMA®, WMCP®, CLU®, ChFC®

Investment Specialist

Nicole Lombardi

Executive Assistant

James Neal

Operations Associate