Broker Check

Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Mark Sindrich, CFP®

Mark Sindrich, CFP®

Principal, Wealth Advisor

Dane Winter, CPA, CFP®

Dane Winter, CPA, CFP®

Partner, Wealth Advisor

Rian Morrissey,  CFP®, CIMA®

Rian Morrissey, CFP®, CIMA®

Wealth Management Associate

Jeff Southern

Jeff Southern

Associate Wealth Planner

John Turner

John Turner

Director of First Impressions

Jami Rich

Jami Rich

Sr. Client Relations Associate

Kim Creque

Kim Creque

Insurance Administrator

Jennifer Dreher

Jennifer Dreher

Client Relations Associate