Advisors
Advisors
The greatest asset we have to offer is the expertise of our professionals. Meet our Advisors.
Michelle Yates, CFP®, CPRS™, BFA™, CDFA®️, ChFC®
Financial Advisor
Bret Butcher, CFP®, MBA
Financial Advisor
Patrick Fisk, CFP®, ChFC®
Financial Advisor
Robert Gecker, CRPC®
Financial Advisor
Rutledge Gordon, CRPC®
Managing Director
Michael Kane, CFP®
Financial Advisor
Jill Pivato, CFP®, CDFA®, ChFC®
Financial Advisor
Fred Kneib, AIF®
Financial Advisor
Gary Krasnov, AIF®, CLTC®
Vice President - RAA
Paul Ochel, CFP®
Managing Director
Rick Oldham, CFP®
Financial Advisor
Joseph Perito, CFP®, AIF®
Financial Advisor
Gary Peterson
Financial Advisor
Josh Pinchek, CFP®
Financial Advisor
Dave Robertson, CRPS®️
Financial Advisor
Mark Rubey, CFP®
Financial Advisor
Kat Schraeder, CFP®
Sr. Vice President of Client Relations and Delivery
Rich Winters, CFP®, CRPC®
Financial Advisor
Joshua Jacobi Garcia, CFP®
Financial Advisor
Dhanise Pagulayan, CFP®
Financial Advisor
Todd Smith, CFP®
Financial Advisor
Shane O’Brien
Financial Consultant
Karl Petersen
Director of Business Development