Team

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
Southwest Investment Advisors