Executive Team

  • James Mars

    James Mars

    With over four decades of industry experience, Jim Mars serves as the CEO of our organization, overseeing strategic growth and the realization of our clients’ vision of true wealth. Since the start of his career in 1975, Jim has dedicated himself to helping clients discover and achieve their financial goals. He embodies the core value…

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  • John Hoffman

    With 23 years of experience in the financial industry, John Hoffman leads our organization towards a bold vision of growth and transformation. He believes in the power of collaboration, humility, and self-awareness to drive impact and innovation. John is dedicated to achieving our company’s long-term goals, aligning teams around a shared vision, and attracting top…

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  • JW Waggoner

    JW Waggoner

    Experienced in consulting with investment committees to construct appropriate investment lineups for qualified and non-qualified plans. With a focus on stewardship, he strives to impact the success of those we serve, ensuring everyone can retire with dignity and proper knowledge about their finances.

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  • Pete Peterson

    Pete Peterson

    Pete is an expert in helping investment committees construct suitable investment lineups for qualified and non-qualified plans. With over two decades of experience in the financial services industry, he has been working exclusively with corporate clients for over a decade. Pete’s daily goal is to make a meaningful impact in the lives of those we…

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  • Scott Munger

    Scott Munger

    Scott guides families to create and live their vision of financial success. He also serves as a relationship manager for several corporate accounts. Scott’s extensive career in the financial industry has equipped him with a wide range of experience. Prior to specializing in full-service private wealth planning, Scott worked with insurance, estate planning, group employee…

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  • Erika Wood

    Erika Wood

    Erika is a key member of our team, serving as a dedicated financial advisor. Her primary focus is guiding clients through a holistic planning process that addresses every facet of their financial lives, characterized by meticulous attention to detail and organization. Erika’s objective is to fully comprehend our clients’ financial vision and implement strategies that…

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  • Richard Bjorklund

    Richard Bjorklund

    With over 40 years of expertise in the insurance and annuity field, Dick Bjorklund is an invaluable asset to our team. He specializes in helping clients navigate, understand, and ensure that their insurance and annuity portfolios are adequate, up-to-date, and appropriate for their current situation. Over his long career, he has witnessed a wide range…

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  • Brian Smith

    Brian specializes in developing personalized financial plans for prospective and existing clients, focusing on a wide range of planning areas, including financial, retirement income, tax, legacy, and exit planning. With 30 years of industry experience, he excels in working with professionals and business owners, articulating their priorities, and creating plans to achieve their goals. Brian’s…

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  • Brad Neugebauer

    Brad works closely with families and business owners, developing investment and planning strategies that maximize their financial impact efficiently. With more than 25 years in the financial services industry, he offers a deep understanding of investments, estate planning, and risk management. Brad’s core values of integrity, honesty, accountability, and objectivity drive his passion for building…

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  • Emory Smith

    Emory leads our firm’s strategy for individual life, disability, long-term care, and annuity lines of business. His focus centers on reviewing clients’ coverage, taking into account their current goals to ensure alignment. Emory collaborates closely with investment advisors, financial planners, and retirement coaches to educate clients on the importance of adequate insurance coverage. Emory’s passion…

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