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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Dennis J. Kistner

Senior Partner

Director of Workplace 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

Investment Advisor

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Ann Herring 
Investment Specialist

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Vincent C. Silvio

Financial Services Professional

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Kate Swearingen
Investment Services Coordinator  

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Tonya Krus

Operations Manager

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Kayla Silvio

 Insurance Professional