Our Team

Advisors

Beth Courtney

Beth Courtney

Owner/Wealth Advisor

Jim Herzog

Jim Herzog

Financial Advisor

Clint Braswell

Clint Braswell

Financial Advisor

Sandy Myers, CRES

Sandy Myers, CRES

Retirement Education Specialist

Andres Yepes

Andres Yepes

Independent Wealth Advisor

Rosita Cotton

Rosita Cotton

Financial Professional

Bill Drexler, CFP®, ChFC®

Bill Drexler, CFP®, ChFC®

Financial Planner

Derek Sichler

Derek Sichler

Financial Advisor

Bert Prytherch

Bert Prytherch

Financial and Tax Planner

Support Team

Judie Devitt

Judie Devitt

Administrative Assistant

Suzanne Herzog

Suzanne Herzog

Administrative Assistant

Kim Wheeler

Kim Wheeler

Marketing Specialist

Lacy Baluta

Lacy Baluta

Administrative Assistant

Richard Myers

Richard Myers

Assistant

Robin Conneen

Robin Conneen

Administrative Assistant

Rose DiLecce

Rose DiLecce

Licensed Assistant/Operations Manager