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

Stephanie Hilton

Client Services Assistant
Annette Tate

Annette Tate

Administrative Assistant
Sheree Morgan

Sheree Morgan

FPQP™
Paraplanner

Sarah Porter

FPQP™
Paraplanner
Southwest Investment Advisors