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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

Robert J Ruelle CLU®, ChFC®, CASL®, MSFS, RHU®

Financial Planning Coordinator

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

Operations Manager

Ty James Hansen RICP®, CFP®

Associate Private Wealth Advisor

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

Cristin Goetzka

Operations and Investment Support Manager

Cody Deckard

Operations Manager

BJ Zayas

Private Wealth Service Advisor

Aarikka J. Burgess CFP®

Operations Lead

Christina Marie Hall

Administrative Assistant

Daniel Sikand CFP®, CLU®, ChFC®

Associate Private Wealth Advisor

Nicole Lombardi

Executive Assistant