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
JASON R. MILLER
CFP®
Senior Vice President / Financial Adviser
CHAD A. THISTLE
CFP®
Vice President / Chief Financial Officer / Director of Tax Strategies
GARREN L. AGLE
CFP®
Vice President / Chief Information Officer / Financial Adviser
KYLEE J. PARADOWSKI
Associate Financial Advisor®
PJ WEYER
CFP®
Financial Advisor®