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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.


Paul H. Herzog
ChFC®
Senior Partner
Wealth Management Advisor

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

Vincent C. Silvio
Relationship Manager

Ann Herring
Client Services Specialist

Dennis J. Kistner
Senior Partner
Director of Workplace Solutions

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

Tonya Krus
Operations Manager

Nancy Rebholz
Client Experience Administrator

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

Jeff Neavor
CFP®, ChFC®
Relationship Manager

Allison Armstrong
Executive Assistant

Kayla Silvio
Insurance Specialist
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