Our Team

David Nelson, CFP®, CLU®, ChFC®

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Gene Krueger

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Brad Fritz, RFC®

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Amy Cavanaugh, ChFC®

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Ken Nelson

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Nate Kreinbrink, RICP®

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James Nelson, RICP®

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John Nelson

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Jake Woodcock, RICP®

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Cathy McDanel, FPQP

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Valerie Hill

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Michelle Eversoll

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Jamie Hugunin

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Richard J. Phelan, MBA

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Bob Lee

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Deborah A. Montgomery, CPA

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Andy Ferguson, EA, MBA

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Becky Frederick

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