Our Team
Mark Allen, CFP®, MS
Co-founder/CEO
Ext.204
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Eric Allen, CFP®, ChFC, CLU
Co-founder
Ext.203
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Steve Wilbur, CFS
Managing Director/Senior Wealth Advisor
Ext. 241
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Phil McBride, CFP®
Senior Wealth Advisor
Ext.223
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Kent Koch, CLTC
Senior Wealth Advisor
Ext.220
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Shane Wissmann, CFP®
Senior Wealth Advisor
Ext.215
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Randy Korth, CPA
Senior Wealth Advisor
Ext.239
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Pamela Korth, CPA
Senior Wealth Advisor
Ext.244
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Fred Lockwood, CPA, PFS
Senior Wealth Advisor
Ext.224
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Travis Portwood, CFA, CFP®
Chief Investment Officer
Ext. 216
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Allie Beckmann, CFP®
Associate Advisor
Ext. 254
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Jenny Nichol, CPA, MBA
Chief Financial Officer
Ext.207
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Jennifer Cook, CPA
Certified Public Accountant
Ext.221
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Jeff Hodgen, CPA, CVA
Tax Manager
Ext. 229
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Justin Newland, CPA
Tax Manager
Ext. 253
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Chris Oppliger, CPA
Tax Manager
Ext. 245
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Michael Stanton
Director of Development
Ext.219
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Dennis Thomas
Wealth Planner
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Julie Wooden
Operations Manager
Ext.213
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Daphne Brandt
Director of Client Services
Ext.211
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Abbie Siemers
Accounting Specialist
Ext.218
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Laura Dill
Compliance Coordinator
Ext.214
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Andrea Schroeder
Estate Planning Associate
Ext.252
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Dan Conroy
Client Services Manager
Ext.237
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Teresa Laughlin
Client Services Manager
Ext.238
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Janet Hartmann
Client Services Manager
Ext.210
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Jen Plummer
Client Services Manager
Ext.217
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Suzanne Allen
Client Services Manager
Ext.205
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Kayla Buell
Client Service Specialist
Ext.225
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Kayla Oltman
Staff Accountant
Ext. 234
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April Witter
Staff Accountant
Ext.251
Email April
Miranda Lowery
Ext. 226
