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.

Michael R McNaughton

Mike McNaughton, CFP®, CPWA®, CLU®, CLTC, AIF®

CEO, Founder & 
Senior Wealth Advisor

Daniel M Schmitz Headshot

Dan Schmitz, CFP®, AIF®, CLTC

President, Founder &
Senior Wealth Advisor

Leah Granger Headshot

Leah Granger, CFP®, AIF®, CSRIC®

Partner & Wealth Advisor

Daniel M Schmitz Headshot

Traci Lewis, CFP®, AIF®

Wealth Advisor

Melissa Headshot

Melissa McNaughton

Chief Operations Officer

Allen Headshot

Allen Vitale

Associate Investment Analyst, FINRA Series 7 and 66 Securities Registrations

Christina Headshot

Christina Doody

Client Services Manager, Notary Public

Erica Cook Headshot

Erica Cook

Client Service Specialist, Notary Public

Whitney circle

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