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Randy

Over 100 years experience.   Our staff  has  cumulative experience in the  financial services profession in excess of 100 years.  While it is important to bring new ideas to clients, it is equally if not even more  important, to have experience with all types of markets and economic conditions.  Over the last twenty years I have formed  a team of experienced professionals to help serve our clients.   We look forward to working with you to help meet your individual needs and objectives with the investment vehicles that you need and the personal service that you deserve.

Patrick
Patrick DeMay
Financial Advisor RJFS
Email Patrick

Mark Spoerke
Financial Advisor RJFS
Email Mark

 

Kale Schulz
Financial Advisor RJFS
Email Kale

Bobbi  Bruner
Registered Paraplanner
Email Bobbi

Nancy Williams
Registered Paraplanner
Email Nancy
 
  rachel
Tiffany
 
Renee'  Singer
Senior Client Service Assistant
Email Renee'
Deanna  Kochensparger
Client Service Assistant
Email Deanna
Rachel L. Weakland
Client Service Administrator
Email Rachel
Marj Phelps
Receptionist/Client Service Assistant
Email Marj
Tiffany Springer
Client Service Assistant
Email Tiffany
 
 
 
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