Associates

 
  • Larry Witzel, CFP®, CLU®

    Larry Witzel, CFP®, CLU®

    President

  • Bert McClintock, CFP®, FLMI, ACS

    Bert McClintock, CFP®, FLMI, ACS

    Vice President of Retirement Services

  • Linda Kappler

    Linda Kappler

    Senior Marketing and Services Director

  • Toni Stone

    Toni Stone

    Senior Corporate Account Executive

  • Al Eckhoff

    Al Eckhoff

    Financial Advisor

  • Justin Evans

    Justin Evans

    Corporate Account Executive

  • Jeff Haugse

    Jeff Haugse

    Financial Advisor

  • Josh Hervey

    Josh Hervey

    Client Service Associate

  • Jordan Kuehner

    Jordan Kuehner

    Financial Advisor

  • Jamie Meyers

    Jamie Meyers

    Business Manager

  • Ann Miller

    Ann Miller

    Client Services Associates

  • Barb Waychoff

    Barb Waychoff

    Client Services Associate

  • Kristin Bullock-Herman

    Kristin Bullock-Herman

    Client Services Associate