Our Team

Kevin Kroskey CFP®, MBA
Kevin Kroskey CFP®, MBA
President & Sr. Wealth Advisor
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Marissa Beyer CFP®
Marissa Beyer CFP®
Wealth Advisor
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Rick Eicheldinger CFP®
Rick Eicheldinger CFP®
Wealth Advisor
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Tyler Emrick CFP®
Tyler Emrick CFP®
Wealth Advisor
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Brent Dickerson, CFP®, EA
Brent Dickerson, CFP®, EA
Director of Financial Planning
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Stacey Stuchal
Stacey Stuchal
Senior Client Service Administrator
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Rachel Hess
Rachel Hess
Client Service Administrator
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Tiffany Bryant
Tiffany Bryant
Client Service Administrator
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