Our advisors have the experience to see what’s on the horizon and the vision to help you plan for it. We strive to treat you with the same care we would extend to our own families’ finances. Each member brings their own area of expertise to help the entire team meet all your management needs.

Daniel M Schmitz Headshot

Traci Lewis, CFP®, AIF®

Wealth Advisor

Melissa Headshot

Melissa McNaughton

Chief Operations Officer

Christina Headshot

Christina Doody

Client Services Manager, Notary Public

Erica Cook Headshot

Erica Cook

Client Service Specialist, Notary Public

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Whitney Benton

Client Service Associate

Samantha Watt Headshot

Samantha Watt

Client Service Associate

Julie Mersdorf Headshot

Julie Mersdorf

Director of Client Experience

Chris Headshot

Chris Cahill

Operations Manager