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 Advisor
CHAD A. THISTLE
CFP®
Vice President / Chief Financial Officer / Director of Tax Strategies
GARREN L. AGLE
CFP®
Vice President / Chief Information Officer / Financial Advisor
KYLEE J. PARADOWSKI
CFP®
Financial Advisor