Our Advisors.
A highly specialized team of wealth management and financial planning experts.
Our Advisors
MICHAEL P. SCHMIDT
CFP®
Chairman/ President / Chief Compliance Officer
MICHAEL P. EGAN
CFP®
Chief Investment Officer / Financial Adviser
CHAD A. THISTLE
CFP®, CPWA®, EA
Vice President / Chief Financial Officer / Director of Tax Strategies
GARREN L. AGLE
CFP®
Vice President / Chief Information Officer / Financial Adviser
KYLEE J. PARADOWSKI
CFP®
Financial Adviser
GUY M. ECKMAN
CFP®
Financial Adviser
KYLIE M. NORMAN
Associate Financial Adviser
BECKY S. ROPS
Office Manager