Our advisors have the experience to see what’s on the horizon and the vision to help you plan for it. We strive to treat you with the same care we would extend to our own families’ finances. Each member brings their own area of expertise to help the entire team meet all your management needs.
Mike McNaughton, CFP®, CPWA®, CLU®, CLTC, AIF®
CEO, Founder &
Senior Wealth Advisor
Dan Schmitz, CFP®, AIF®, CLTC
President, Founder &
Senior Wealth Advisor
Leah Granger, CFP®, AIF®, CSRIC®
Partner & Wealth Advisor
Traci Lewis, CFP®, AIF®
Wealth Advisor
Greg Schuler, CFP ®, AIF®
Wealth Advisor
Melissa McNaughton
Chief Operations Officer
Allen Vitale
Associate Investment Analyst, FINRA Series 7 and 66 Securities Registrations
Christina Doody
Client Services Manager, Notary Public
Erica Cook
Client Service Specialist, Notary Public
Whitney Benton
Client Service Associate
Samantha Watt
Client Service Associate
Julie Mersdorf
Director of Client Experience
Chris Cahill
Operations Manager