Team

We’re here for you when you need us

Alix Kusler

Alix Kusler

CWS®
Partner
Rick Zich

Rick Zich

CEPA®, MBA
Partner

Dave Bowen

CFP®
Financial Advisor
Douglas Riegger

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
Southwest Investment Advisors