Team Members

Alan L. Winsand, CLU®, ChFC®

Financial Advisor

Ashley J. Rodriguez

Client Relationship Manager

Becky S. Weyer

Director of Business Development & Compliance

Desiree D. Alexander, FSCP®

Financial Advisor Support Coordinator

Elizabeth K. Lamb

Bookkeeper

Jeffrey J. Lamb, ChFC®, AIF®

President, Financial Advisor

Jeremy A. Argue, ChFC®, AIF®

Financial Advisor

Jessica A. Koch

Director of Operations and Acquisitions

Kelly L. Nelson

Client Support Coordinator

Kyle W. French, CFP®, AIF®

Financial Advisor

Lucas H. Marty, CFP®, AIF®

Financial Advisor

Lucas A. Wendt, E.A.

Tax Advisor

Lukas N. Kolasch

Financial Advisor

Matthew M. Smith, CFS®, AIF®

Senior Partner, Financial Advisor

Shane M. Roth, AIF®

Financial Advisor

Tom A. Brien, AIF®

Financial Advisor