Who We Are2018-08-13T21:08:38+00:00

OUR PLANNERS   ·  EXPERTS ON ADVICE

MICHAEL ROGAN

PRESIDENT AND FOUNDER

ED FOSS

COMPLIANCE OFFICER

JASON WHITE

FINANCIAL PLANNER

SHAWN WHITE

FINANCIAL PLANNER

ADAM LUCKE

FINANCIAL PLANNER

DAN HUEHN

FINANCIAL PLANNER

ERIN EMNETT

FINANCIAL PLANNER

BLAKE KENNEDY

FINANCIAL PLANNER

OUR ADMINISTRATORS  ·  EXPERTS ON YOU

MICHELE MEYERHOFF

PRACTICE MANAGER

KATHY JAYE

HUMAN RESOURCE DIRECTOR 

TERRY FERGUSON

AMBASSADOR OF FIRST IMPRESSIONS

DIANE JENNINGS

OPERATIONS MANAGER

NICK MILLER

PLANNER ASSISTANT

BRENDA KENNEDY

PLANNER ASSISTANT

NANCY IRION

COMMUNITY IMPACT COORDINATOR