WHO WE ARE
WHAT WE DO
WHO WE HELP
Contact
Client Login
Team
Alix Kusler, CWS
Partner
Rick Zich, CEPA, MBA
Partner
Robert Schannep, AIF®
Financial Advisor
Lacey Rogers
Operations Manager
Stephanie Hilton
Advisor Assistant
Annette Tate
Administrative Assistant
Sheree Morgan
Paraplanner
Sarah Porter
Paraplanner