Your Financial Professionals
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George Snook, ChFEBC℠
SENIOR PARTNER
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Jamie Thomas, ChFEBC℠
MANAGING PARTNER
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Thomas Weber, ChFEBC℠
SENIOR ADVISOR
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Zachary Sims
SENIOR PARTNER’S ASSOCIATE / ADVISOR
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Trevor Leo
SENIOR PARTNER’S ASSOCIATE / ADVISOR
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Cole Phillips
SENIOR PARTNER’S ASSOCIATE / ADVISOR
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Domenick Snook, ChFEBC℠
ADVISOR
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Liam Campbell
ADVISOR
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Matthew Fitzgerald
ADVISOR
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Zachary Hogentogler
ADVISOR
Your Client Service Team
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Amanda Wolfe
CHIEF OF STAFF
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Christol Bucher
EXECUTIVE ASSISTANT
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Justine Madonna
EXECUTIVE ASSISTANT
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Jacob Favilla
EXECUTIVE ASSISTANT
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Emily Mowery
ADMINISTRATIVE ASSISTANT
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Tammy Holler
EXECUTIVE ASSISTANT
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Amy Kramer, ChFEBC℠
CHIEF OPERATING OFFICER
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Dalton Miller
CASE DESIGN CONSULTANT
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Eric Leese
CASE DESIGN CONSULTANT
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Madison Boyer
CLIENT RELATIONSHIP SPECIALIST
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Mandeep Sing
SENIOR CLIENT RELATIONSHIP SPECIALIST
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Kaliyah McLeod
CLIENT RELATIONSHIP SPECIALIST
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Lori Borden, LUTCF®
PROCESSOR
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Lynette Hewitt FPQP®
REGISTERED ASSOCIATE
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Jacob Louden
BUSINESS DEVELOPMENT CONSULTANT
