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.

Updated Team Photo 5.16.22.jpg
Herzog.jpg

Paul H. Herzog

ChFC®

Senior Partner

Wealth Management Advisor

Lippert.jpg

Gregory S. Lippert
CFP®, CFBS
Managing Partner
Investment Advisor

Kistner .jpg

Dennis J. Kistner

Senior Partner

Director of Workplace Solutions

M. Day.jpeg

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

Shaw.jpg

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

Silvio.jpg

Vincent C. Silvio
Relationship Manager

J. Neavor .jpg

Jeff Neavor
CFP®, ChFC®
Relationship Manager

Swearingen Headshot .jpg

Kate Swearingen
Paraplanner 

Krus.jpg

Tonya Krus
Operations Manager

A. Armstrong.jpeg

Allison Armstrong
Client Experience Administrator

Herring.jpg

Ann Herring 
Investment Specialist

R. Greiger.jpg