Strategic Planning
Craig Welch CFP®, CLU®
President and CEO
Brad Mueller CLU®, ChFC®
Managing Director
Joe Kaplan CFP®, CLU®, ChFC®
Sr. Managing Director
Jana Doucett
Managing Director
Steve Scherpenberg
Managing Director
Tom Fay CLU®, ChFC®
Managing Director
Tom Strauchon, CFP®
Managing Director
Tom Trowbridge
Managing Director
Tyler Hines
Insurance Planner
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
Connor McVey CFP®
Insurance Planner
Sirena Butler
Client Service Associate
Casey Deege
Client Service Associate
Kendra Scalf
Client Service Associate
Jill Tsuji
Insurance Operations Manager
Laura Johnson
Senior New Business Specialist
Mindy Shaffer
New Business Operations Supervisor
Jeremy Vuong
Senior New Business Specialist
Morgan Lee
New Business Specialist
Emma Rand
New Business Specialist and Concierge Specialist
