Associates

 
  • Mark Sindrich, CFP®

    Mark Sindrich, CFP®

    Principal, Wealth Advisor

  • Dane Winter, CPA, CFP®

    Dane Winter, CPA, CFP®

    Wealth Advisor

  • Rian Morrissey, CIMA®

    Rian Morrissey, CIMA®

    Associate Wealth Advisor

  • Natalie Turner, FPQP™

    Natalie Turner, FPQP™

    Chief Operating Officer

  • Dennis Whyte, CFP®

    Dennis Whyte, CFP®

    Wealth Advisor

  • Steven Z. Heifetz, CFP®

    Steven Z. Heifetz, CFP®

    Wealth Advisor

  • Ron Naff, CLU, ChFC

    Ron Naff, CLU, ChFC

    Producer

  • Jami Rich

    Jami Rich

    Sr. Client Relations Associate

  • Yvonne Thayer

    Yvonne Thayer

    Director of First Impressions

  • Malisha Nickels

    Malisha Nickels

    Client Relations Associate

  • Kim Creque

    Kim Creque

    Insurance Administrator

  • Jennifer Dreher

    Jennifer Dreher

    Client Service Associate