Meet the Team2020-04-30T08:40:01+00:00

Meet the Team

Our team sincerely appreciates the opportunity we’ve had to work with some clients for more than 30 years. The relationships that we have established with these clients illustrate our focus on building long-term partnerships that are mutually beneficial and that provide “Financial Solutions for Life.”

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  • Matthew Glova

    CFP® Wealth Consultant
  • Guy Swain

    CFP®, CLU®, ChFC® Wealth Consultant
  • Lorraine Johnson

    CFP®, CFA Wealth Consultant, BBA in Trust & Wealth Management (MTWM)
  • Alan King

    CFP® Wealth Consultant
  • Leslie Gaddis

    CFP®, CSLP®, MBA, Director of Financial Planning Services
  • Matt Hall

    CFP® Wealth Consultant, Master's Degree in Trust & Wealth Management (MTWM)
  • Kim Feuersanger

    Office Manager
  • Christine DeSena

    Operations Analyst
  • Clara Hager

    Operations Manager
  • Jonathan Shepard

    Wealth Consultant
  • Mark Limmer

    CFP®, ChFC®, CLU®, MBA
  • Justin Duft

    Director, Advanced Planning, JD, CFP®, CLU®, ChFC®, CLTC
  • Heather Zack

    Team Lead, Advanced Planning, JD, LLM, CAP®
  • Martin Baker

    Advanced Planning Consultant, CFP®
  • Mike Baum

    Advanced Planning Consultant, CFP®
  • Maureen Baxter

    Advanced Planning Consultant, MBA, CLU®, ChFC®
  • Keven DuComb

    Advanced Planning Consultant, JD, MBA
  • David Haughton

    Advanced Planning Consultant, JD
  • Anna Hays

    Advanced Planning Consultant, JD, LLM
  • Krista Teegarden

    Advanced Planning Consultant, CLU®, ChFC®

By working with us, we hope you will find peace of mind in knowing that you are making the right financial decisions.

Ready to talk?
Schedule a Meeting.

Want to know more?
Check out the tools our clients have access to, and see how we support our clients for a lifetime of financial peace of mind.