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Who We Are
Meet the Team
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Your Journey
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Defining your Money Psychology
Improve your Financial Fitness
Manage Debt
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Investing
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Your Journey
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Who We Help
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Contact Us
Login
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Meet the Team
Charities
Your Goals
Defining your Money Psychology
Improve your Financial Fitness
Manage Debt
Your Savings & Spending
Savings
Spending
Financial Planning
Investing
Retirement Planning
Your Business
WealthWise Employee Program
Employee Retirement
Transitioning Your Business
Your Journey
Financial Coaching
Investment Management
Financial Planning
Business
Talk to a Financial Advisor
LPL Account View Access
Financial Planning Client Login
Employer Plan Login
Team
We’re here for you when you need us
Alix Kusler
CWS®
Partner
Rick Zich
CEPA®, MBA
Partner
Dave Bowen
CFP®
Financial Advisor
Douglas Riegger
Financial Advisor
Lacey Rogers
Client Services Assistant
Stephanie Hilton
Client Services Assistant
Shelby Penrod
Client Services Assistant & Event Coordinator
Annette Tate
Administrative Assistant
Sarah Porter
FPQP™
Lead Paraplanner
Jacob Brown
Paraplanner