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
Investment Advisor

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Tonya Krus

Operations Manager

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Dennis J. Kistner

Senior Partner

Director of Workplace Solutions

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Vincent C. Silvio
Relationship Manager

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Ann Herring 
Investment Specialist

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Allison Armstrong
Client Experience Administrator

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

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

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Kate Swearingen
Paraplanner 

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Kayla Silvio

 Insurance Professional