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 provide a personalized experience in order to fully understand each unique situation and set of goals a client may have so we can provide the best possible solutions.

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Paul H. Herzog
ChFC®
Senior Partner
Wealth Management Advisor

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Gregory S. Lippert
CFP®, CFBS
Managing Partner
Financial Planner

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Vincent C. Silvio
Relationship Manager

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Dennis J. Kistner
Senior Partner
Director of Workplace Solutions

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Michelle E. Day
RICP®, RPA®, CMFC
Financial Advisor

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Tonya Krus
Operations Manager

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Ann Herring 
Investment Specialist

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Brandon J. Shaw
AEP®, CFBS, CFP®, CPWA®
Senior Partner
Wealth Management Advisor

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Jeff Neavor
CFP®, ChFC®
Relationship Manager

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Allison Armstrong
Client Experience Administrator

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Kayla Silvio
Insurance Specialist