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We have developed a wealth management team to help you best meet your financial goals and objectives. Their years of experience and education add valuable knowledge and resources to our planning and servicing capabilities. All members of our team share the same enthusiasm and commitment to a client-focused approach.

John R Reineke

Partner and Wealth Management Advisor

Aaron P Roush CLU®, ChFC®, CFP®, RICP®, WMCP®

Partner and Wealth Management Advisor

Jeremy Bud Haselman CLTC®

Financial Representative

John Kidd CFP®, ChFC®

Financial Advisor

Kaylee L Schleucher MBA

Chief Operations Officer

Gary R Michel MBA, CFP®, ChFC®, CLU®, RICP®

Associate Financial Advisor

Logan D Burns

Associate Financial Advisor

Jason H Hinamon RICP®

Director of Investments

Emily von Stein

Director of Human Resources

Jodi L Kendrick

Operations Assistant

Katelyn Reineke

Operations Associate