Leadership

Kevin Lange

Founding and Managing Partner

Learn More

Bert Foster

CFP®, ChFC®, CLU®

Founding and Managing Partner

Learn More

Advisors

Mike Massey

JD, MBA, MPA, CFS®

Partner

Learn More

Kelly Cooper

CFP®

Partner

Learn More

Dallan Maas

MBA

Partner

Learn More

Michelle Miller

CPA, CFP®

Partner

Learn More

Client Services

Carolyn Bargsley

Client Service Manager

Learn More

Ana Romero

Client Service Manager

Learn More

Lauren Hayes

Client Service Manager

Learn More

Ryan S. Erb

Client Service Manager

Learn More

Vickie Parker

Client Service Manager

Learn More

Brad Lange

Property & Casualty

Learn More