Meet The Team.

We believe not only in process, but in people. Our team consists of experienced professionals who hold a number of the industry’s top designations. The strengths of our people lie in personalized investment, sound financial strategy and friendly, familiar faces.

Aaron E. Mechling, CRPS®

WEALTH ADVISOR

Adelaina N. Welch

WEALTH ANALYST

Benjamin A. Kusner

WEALTH ADVISOR

Cameron D. Kaser

WEALTH ADVISOR

Courtney L. Denman

BUSINESS MANAGER

David R. Kaser, CFP®

WEALTH ADVISOR

Jesse M. Lancaster, CFP®

WEALTH ANALYST

Kristi Towse

RELATIONSHIP MANAGER

Richard J. Kaser, CFP®

WEALTH ADVISOR

Robert D. Thompson, CPA

Wealth Advisor

Shane M. Meyer

WEALTH ADVISOR

Steven Berner, CFP®

WEALTH ADVISOR

Thomas W. Kreft

WEALTH ADVISOR

Traci K. Osentoski

RELATIONSHIP MANAGER