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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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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
Financial Planner

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

Jeff Neavor
CFP®, ChFC®
Relationship Manager
Financial Planner

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Sandra M. Olenick
ChFC®
Financial Planner

Vincent C. Silvio
Relationship Manager

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Tonya Krus
Operations Manager

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Allison Armstrong
Executive Assistant

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Ann Herring 
Client Services Specialist

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Nancy Rebholz
Client Experience Administrator

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Kayla Silvio
Insurance Specialist

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