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Team

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Alix Kusler, CWS®

Partner
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Rick Zich, CEPA®, MBA

Partner
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Robert Schannep, AIF®

Financial Advisor
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Lacey Rogers

Operations Manager
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Stephanie Hilton

Advisor Assistant
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Annette Tate

Administrative Assistant
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Douglas Riegger

Advisor Assistant
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Sheree Morgan

Paraplanner
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Sarah Porter

Paraplanner
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Wendy Healy

Financial Coach

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Southwest Investment Advisors, a registered investment advisor and separate entity from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states:AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, KY, LA, MD, ME, MI, MN, MO, MT, NC, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI & WY.

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