Meet Your Dedicated Team

Our passion is to help you live a better financial life

Our reasons for becoming financial professionals are deeply personal. With our understanding of personal finance and our ongoing training as financial professionals, we can help people better prepare for the future.

After years in the business, we have developed a reputation for educating individuals so they can better understand personal finance and use those concepts to pursue their financial objectives.

At our firm, we have the client—and only the client—in mind.

We believe a team approach is the most effective method to help clients who have a wide variety of needs as they navigate a complex financial-services world.

Though clients have one primary planner, financial plans are peer reviewed to leverage different areas of expertise and experience to make sure they're well taken care of now and into the future.

No one strategy fits everyone, which is why every client gets personalized attention. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives.

Adam Dodge

Adam Dodge, CFP®

Director of Financial Planning Support | Shareholder

Amanda Taylor

Amanda Taylor, CFP®

Financial Planner | Shareholder

Angie Pingel

Angie Pingel

General Counsel and Chief Compliance Officer | Shareholder

Bailey Pingel

Bailey Pingel

Chief Rollover Specialist

Dawn O'Neill

Dawn O'Neill

Operations and Client Experience Specialist

Jessica  Walker

Jessica Walker

Portfolio Analyst and Trading Operations

Joe Dailey

Joe Dailey, CFP®

Chief Investment Officer | Shareholder

Kim Miller

Kim Miller

Operations and Client Experience Specialist

Lisa Dregne

Lisa Dregne, CFP®

Financial Planner

Matt Goihl

Matt Goihl, CFP®, ADPA®

Chief Executive Officer and Financial Planner | Shareholder

Mike Arnow

Mike Arnow, CPA

Financial Planner and Shareholder Emeritus (Retired)

Client Centered Financial Planning

Client Centered Financial Planning

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on listening to your needs, wants, and long-term goals.