Strategic Planning
Craig Welch CFP®, CLU®
President and CEO
Jana Doucett
Managing Director
Tom Fay CLU®, ChFC®
Managing Director
Tyler Hines
Insurance Planner
Joe Kaplan CFP®, CLU®, ChFC®
Sr. Managing Director
Brad Mueller CLU®, ChFC®
Managing Director
Steve Scherpenberg
Managing Director
Tom Strauchon, CFP®
Managing Director
Tom Trowbridge
Managing Director
Michael Amoia, JD, LLM (TAX), CLU®, CHFC®
Vice President of Advanced Markets
James Dawson, CFP®, CLU®
Director of Life Settlements
Luke Ehinger, CHFC®, CLTC®
Director of Insurance Marketing
Chris Finefrock, MBA, CFP®
Senior Vice President of Financial Planning and Investments
Zach Hurst, CFP®
Director of Financial Planning
Michael Tricaso, CFP
Senior Financial Planner
Operations
Sirena Butler
Client Service Associate
Casey Deege
Client Service Associate
Connor McVey CFP®
Insurance Planner
Kendra Scalf
Client Service Associate
Jill Tsuji
Insurance Operations Manager
Laura Johnson
Senior New Business Specialist
Mindy Shaffer
New Business Operations Supervisor
Emma Rand
New Business Specialist
