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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

Justin P Fickes M.Ed., ChFC®

Partner and Private Wealth Advisor

Kayla C Hinds CFP®, CLU®

Partner and Private Wealth Advisor

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

Partner and Private Wealth Advisor

Jackson Matheny B.S.

Associate Private Wealth Advisor

Kyle Dearing MBA

Associate Financial Advisor

Tina Pourchez

Practice Manager

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

Director of Financial Planning

Tammy M Tanner B.S.

Investment Operations Manager

Caitlin E Lane

Planning Manager

Alexis A Peace B.A.

Insurance Operations Manager

Julie Beeghley B.S.

Director of Operations & Development

Lou Ann Sites B.S.

Investment Specialist

Bre Krahel

Planning Assistant

Cheryl A Ahrendt B.A.

Practice Manager

Leah Slutzker B.A.

Marketing Associate

Rebecca S. Kittle EMBA, B.S.

Marketing Manager

Alexis R Johnson MLS

Client Service Associate