Brad Dickman, CFP®, ChFC®, RICP®
Managing Partner
Matt Goedde, CFP®, ChFC®, CLU®
CA Insurance License # 4472156
Managing Partner
Brandon Strong, ChFC®, WMCP®
Managing Partner
Vincent Eckel, CFP®
Managing Partner
Joshua G. Schenker, CRES®
Financial Professional
Jeremy Hoepf
Financial Professional
Jonathan Gerschman, CRES®
Financial Professional
Derek Glabecki, CRES®
Financial Professional
Ashley Kirila-Glabecki, CRES®, RICP®
Financial Professional
Donald Rice, CRES®
Financial Professional
Ryan Sweeney, ChFC®
Financial Professional
Katie White, ChFC®
Financial Professional
Abby Starrett
Financial Professional
Dexter Roettker, CRES®
Financial Professional
RJ Larry
Financial Professional
Our Team
Lindsay Sims
Executive Assistant
Ashleigh Armstrong
Executive Assistant
Cameron Durbin
Executive Assistant
Melissa Lewis
Office Coordinator
Ashley Rieser
Executive Assistant
Laura Doehring
Executive Assistant
Venessa Lookabaugh
Executive Assistant