Your Team

We work

For You

You’ve worked hard to get where you are, all while dreaming about what life will be like in retirement. The trips you’ll take, the passions you’ll pursue. You shouldn’t have to waste a single second worrying about what the market is doing or if you’ll have enough money to last your whole retirement. That’s where we come in. We are dedicated to helping empower you to make the best financial decisions for you and your family. As your strategic partner, we work to make a positive impact in your life by fully utilizing our years of industry knowledge and experience. 

Paula Elrod

Director | Investment Operations

Jessica Martin

Director | Insurance Operations

Peter Nesbitt

Director | Operations

Claire Teegarden

Client Relations Coordinator

Garrett Tracht

Garrett Tracht

Wealth Advisor

Jason Weichbrodt

Director | Client Engagement

Zander Wolfe

Zander Wolfe

Marketing & Operations Coordinator

Sawyer Wolfe

Director | Canine Resources