About • Our Advisors & Staff
Timothy J. Russell, CFP®, CKA®

President & Wealth Manager

Roy L. Russell, CFP®, RICP®, CAP®, CKA®, Certified Estate & Trust Specialist

CEO, Founder & Wealth Manager

Jeremy Ehst, CFP®, CKA®

Wealth Manager

Mark Magruder, EA

Wealth Manager

Stephen Virkler

Wealth Manager

Angel Sotomayor, CPA, MST

Wealth Manager

Cheryl Gysi

Paraplanner

Dave Oxenford

Paraplanner

Andrew Gysi, M.S.B.

Ministry Director

Annie Wegman

Client Experience Coordinator

Ashley Wegman

Client Services Representative

Marshall Kissling

Director of Information Technology

Hollie Kasper

Operations Administrator

Tyler Rutherford

Digital Marketing Specialist

Bekah Manwiller

Event Coordinator