Our Team

Alix Kusler

Portfolio Manager, Advisor, Certified Wealth Strategist®

Rick Zich

Financial Advisor,


Robert Wright

Portfolio Manager,
Financial Advisor

Bart Schannep

Certified Wealth Strategist®

Kataya Plett

Portfolio Manager Assistant

Lacey Rogers

Operations Manager

Sarah Sbragia

Client Services

Rob Schannep

Financial Advisor, AIF®

Our Dave Ramsey Specialist


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