To build long-term relationships and earn our clients' trust by inspiring them to make informed financial decisions through education and communication while providing service that exceeds their expectations. Sharon and Erick bring over 65 years combined investment experience to their clients. They have established an outstanding team to provide assistance to their clients in a friendly, professional, and confidential environment.
The team consists of Amy Moore, Financial Consultant; Joey Jones, Financial Consultant; Jennifer Elliff, Director of Operations; Kathie Weidig, Director of Operations; Tina Fichtel, Client Operations Specialist; Kelly Arnold, Director of Operations; Maria Henfling, Director of First Impressions; and David Kissinger, Chief Supply Officer.
The team consists of Amy Moore, Financial Consultant; Joey Jones, Financial Consultant; Jennifer Elliff, Director of Operations; Kathie Weidig, Director of Operations; Tina Fichtel, Client Operations Specialist; Kelly Arnold, Director of Operations; Maria Henfling, Director of First Impressions; and David Kissinger, Chief Supply Officer.
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