Our Team

Alix Kusler

Portfolio Manager, Advisor, Certified Wealth Strategist®

Rick Zich

Financial Advisor,
Manager

Robert Wright

Partner

Bart Schannep

Partner

Kataya Plett

Assistant Portfolio Manager

Lacey Rogers

Operations Manager

Sarah Sbragia

Client Services

Rob Schannep

Financial Advisor, AIF®

Our Dave Ramsey Specialist