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

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

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Dennis J. Kistner
Senior Partner
Director of Workplace Solutions

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

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Jeff Neavor
CFP®, ChFC®
Relationship Manager
Financial Planner

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Sandra M. Olenick
ChFC®
Financial Planner

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Tyson Sears
CFP®, ChFC®
Relationship Manager
Financial Planner

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Vincent C. Silvio
CFP®

Relationship Manager
Financial Planner

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Tonya Krus
Operations Manager

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Allison Armstrong
Executive Assistant

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Nancy Rebholz
Client Experience Administrator

Kayla Silvio
Insurance Specialist

HKS Emeritus Members

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Paul H. Herzog
ChFC®
Senior Partner Emeritus
Wealth Management AdvisoEmeritus

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