A wealth of experience.

Aligned to your success.

With more than a century of experience, we bring principled and practical knowledge to the goal of helping advisors and their clients flourish.

  • Bill Wisdom
    Bill Wisdom

    Executive Vice President, Director of Regulatory & Oversight Services

  • Jeffrey R. Wolfe
    Jeffrey Wolfe, Esq.

    Senior Vice President and Manager, Wealth Planning Strategies

  • Lanna Yatzek

    Technology Services Specialist

  • Shanta Young
    Shanta Young

    Senior Credit Operations Specialist

  • Randy Ziegler
    Randy Ziegler

    Data Analyst

  • Matt Ziegler
    Matt Ziegler

    Senior Payroll Specialist

  • Remi Zimmerman

    Client Workflow Specialist