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We’re here for you when you need us

Alix Kusler

Alix Kusler

CWS®

Partner

Rick Zich

Rick Zich

CEPA®, MBA

Partner

Lacey Rogers

Operations Manager

Stephanie Hilton

Stephanie Hilton

Advisor Assistant

Annette Tate

Annette Tate

Administrative Assistant

Douglas Riegger

Douglas Riegger

Financial Advisor

Sheree Morgan

Sheree Morgan

Paraplanner

Sarah Porter

Paraplanner

wendy healy

Wendy Healy

Financial Coach

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Southwest Investment Advisors, a registered investment advisor and separate entity from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, KY, LA, MD, ME, MI, MN, MO, MT, NC, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI & WY.

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