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

President, Founder & Wealth Manager

Timothy J. Russell, CFP®, CKA®

Wealth Manager

Jeremy Ehst, CFP®

Wealth Manager

Mark Magruder, EA

Wealth Manager

Tony Griepentrog

Wealth Manager, Southwest Office

Stephen Virkler

Wealth Manager

Carla Stangl, CPA

Tax Advisor & Preparer

Andrew Gysi, M.S.B.

Ministry Director

Marshall Kissling

Director of Information Technology

Hollie Kasper

Operations Administrator

Cheryl Gysi

Paraplanner

Pam Trimble

Client Services Representative

Ashley Wegman

Client Services Representative

Amy Stone

Tax Administrator

Andrew Hildebrand, CPA, CVA, JD

Tax Advisor & Preparer

Tyler Rutherford

Digital Marketing Specialist

Karen Vannice

Event Coordinator

Megan Snyder

Client Experience Coordinator