Our Team
Phil Johnson
Chief Executive Officer
Tyler Qualio
President
Curtis Ellergodt
Chief Operating Officer
Kyle DePasquale
Wealth Advisor
Andrew Atseff
Wealth Advisor
Rob Dawson
Wealth Advisor
Ann Gunst
Wealth Advisor
Dan Knapp
Wealth Advisor
Jonathan Kruger
Wealth Advisor
John McGrath
Wealth Analyst
Gabriella Kent
Wealth Analyst
Paige Murphy
Advisor Assistant
Stephanie Handzik
Advisor Assistant
Stephen McCormick
Wealth Analyst
Elise Parkison
Office Manager
Kim Valentino
Wealth Analyst
Insurance Specialist
Ready to make sense of your money?
Just make a call to start the conversation and evaluation of what you need and want. Let us help you plan the next stage of your life.