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Planning Team

Our team has over 180 combined years of experience with helping clients achieve their financial goals. We pride ourselves in our approach to planning as well as our ability to help determine and implement the most appropriate solutions for our clients. We have a sincere passion for the work we do and are grateful for the ongoing relationships we continue to grow.

Shawn W Phelps MBA

Founder and Private Wealth Advisor

Brandee S Wyzlic B.S., RICP®

Co-founder and Private Wealth Advisor

Matthew E Beeghley CFP®, ChFC®, RICP®, CLU®, CAP®

Partner and Private Wealth Advisor

Kayla C Hinds CFP®, CLU®

Partner and Private Wealth Advisor

Justin P Fickes M.Ed.

Partner and Wealth Management Advisor

Jackson Matheny B.S.

Associate Private Wealth Advisor

Kyle Dearing MBA

Associate Financial Advisor

Tammy M Tanner B.S.

Investment Operations Manager

Eric S Politz CAP®, CFP®, CLU®, RICP®, ChSNC®

Operations Manager

Rebecca S. Kittle EMBA, B.S.

Marketing Manager

Caitlin E Lane

Planning Manager

Lou Ann Sites B.S.

Investment Specialist

Bre Krahel

Planning Assistant

Cheryl A Ahrendt B.A.

Client Service Manager

Tina Pourchez

Client Service Manager

Julie Beeghley B.S.

Practice Manager

Leah Slutzker B.A.

Marketing Associate

Alexis A Peace B.A.

Insurance Operations Associate

Alexis R Johnson Alexis R Johnson MLS, MLS

Client Service Associate