Who We Are / Our Team
Our
Team
-
Mark Wallace — CFP® AIF® CRPC®
Financial Planner – Partner
-
Deka Wiebusch — CFP® AIF® CRPC®
Financial Planner – Partner
-
Mark Logan — CFP®
Financial Planner – Partner
-
Thomas Liddell — CFP®
Financial Planner
-
Sarah Arnold — CRPC®
Financial Associate
-
Rhonda Young — FPQP®
Operations Manager
-
Briana Bromet
Client Service Associate
-
Dacey Durbin
Client Service Associate
-
Bill Unrein — Advisor Emeritus
Founding Partner -Retired
Get a hold of us.
If you have any questions or need assistance with any of your investment or financial accounts, feel free to contact any of our team members. We would be happy to assist you with your needs.