OUR PLANNERS   ·  EXPERTS ON ADVICE

MICHAEL ROGAN
MICHAEL ROGAN
President & Founder
JASON WHITE
JASON WHITE
Financial Planner
ED FOSS
ED FOSS
Chief Compliance Officer & Financial Planner
SHAWN WHITE
SHAWN WHITE
Financial Planner
ADAM LUCKE
ADAM LUCKE
Financial Planner
DAN HUEHN
DAN HUEHN
Financial Planner
ERIN EMNETT
ERIN EMNETT
Financial Planner
BLAKE KENNEDY
BLAKE KENNEDY
Financial Planner
JOE MINUTOLO
JOE MINUTOLO
Financial Planner

View this Firm and Our Planners on Brokercheck

OUR ADMINISTRATORS  ·  EXPERTS ON YOU

KATHY JAYE
KATHY JAYE
Human Resource Director
MICHELE MEYERHOFF
MICHELE MEYERHOFF
Practice Manager
BRENDA KENNEDY
BRENDA KENNEDY
Planner Assistant
AMY PARKER
AMY PARKER
Planner Assistant
KAREN KNOWLES
KAREN KNOWLES
Client Support Associate