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Meet Your Team

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Alix Kusler, CWS®

Partner

Rick Zich, MSF, MBA, CEPA®

Partner

Dave Bowen, CFP®

Financial Advisor

Douglas Riegger

Financial Advisor

Jacob Brown

Financial Advisor

Stephanie Hilton, FPQP®

Practice Manager

Lacey Rogers, FPQP®

Client Services Assistant

Savannah Baird

Client Services Assistant

Sarah Porter, FPQP®

Lead Paraplanner

Andrew Clarke, CAIA®

Paraplanner

Sarah Nagle, FPQP®

Paraplanner

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Think we might click? Let’s find out. A quick, no-pressure chat with a SIA advisor is all it takes. Just fill out the form, and we’ll be in touch soon. We’re looking forward to getting to know you!

Jacob Brown, Financial Advisor
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