Our Team

Our team specializes in various areas of financial planning and is built to help ensure we provide the highest level of service possible. Throughout our partnership with clients, our team members work closely with clients to understand each unique situation and set of goals a client may have so we can provide the best possible solutions to help our clients prepare for and be successful in their future.

Large Team Photo .jpg
Herzog.jpg

Paul H. Herzog

ChFC®

Senior Partner

Wealth Management Advisor

Kistner .jpg

Dennis J. Kistner

Senior Partner

Director of Workplace Solutions

Shaw.jpg

Brandon J. Shaw

AEP®, CFBS, CFP®, CPWA®

Senior Partner

Wealth Management Advisor

Lippert.jpg

Gregory S. Lippert

CFP®, CFBS

Managing Partner

Investment Advisor

Silvio.jpg

Vincent C. Silvio

Financial Services Professional

Herring.jpg

Ann Herring 

Investment Specialist

Krus.jpg

Tonya Krus

Operations Manager

K Silvio .jpg

Kayla Silvio

 Insurance Professional