Wealth Advisory

  • 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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  • 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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  • Lee Rycraft

    Lee Rycraft

    Lee specializes in life planning and investment portfolio reviews. He embarked on his career in the financial services industry in 2010, primarily working with individual investors to help them achieve their financial goals and vision through his dedicated expertise. Among Lee’s core values are integrity, competence, confidentiality, and professionalism. He derives immense satisfaction from assisting…

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  • Bailey Vansickle

    Bailey Vansickle

    Bailey focuses on financial planning and investment strategies, with four years of industry experience under his belt. He works with private wealth clients and employer-sponsored plans, including 401Ks and Simple IRAs. Bailey’s core values are grounded in hard work and honesty, which he considers vital in his relationships with each client. His primary goal is…

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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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  • Dalton Richards

    Dalton Richards

    Dalton specializes in data analytics and software solutions that help us gain deeper insights into our clients’ overall financial picture. Dalton excels in presenting clients’ positions in a welcoming and transparent way, conveying sometimes complex financial concepts in a clear and understandable manner. With eight years of experience in the field, he began his career…

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  • Tom Hannon

    Tom Hannon

    Tom Hannon leads a dedicated group of specialists to cultivate relationships with our clients and within his team. With 12 years in the financial management industry, Tom has developed a passionate and enthusiastic approach to working with clients. His prior background in professional basketball has consistently led him to success, whether it’s winning a game…

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  • Robin DeHoyos

    Robin DeHoyos

    Robin serves as an advocate for our advisors, taking charge of new business, client onboarding, and providing support to our Corporate 401k plans. With a decade of experience in the commercial real estate sector and nine years in wealth management, she combines her analytical skills and financial expertise to make a difference. Robin believes that…

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  • Mike Bernier

    Mike Bernier

    Mike focuses on the management and education of our corporate 401K plans, helping individuals achieve financial literacy and build private wealth. He excels in helping people from all backgrounds and circumstances establish a strategy to better their lives for and through retirement. With a background in private banking, he has dedicated his career to helping…

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