Team Members

Alan L. Winsand, CLU®, ChFC®

Financial Advisor

Ashley J. Rodriguez

Client Relationship Manager

Becky S. Weyer

Vice President of Operations

Ben Rothering

Medicare Specialist

Bob Koebele

Financial Advisor

Desiree D. Alexander, ChFC®,AIF®

Financial Advisor

Elizabeth K. Lamb

Bookkeeper

Jacob Marty

Financial Advisor

Jeffrey J. Lamb, ChFC®, AIF®

President, Financial Advisor

Jeremy A. Argue, ChFC®, AIF®

Financial Advisor

Jodi Thieme

Client Support Coordinator

Katie Holtan

Client Support Coordinator

Kelly L. Nelson

Client Support Coordinator

Kyle W. French, CFP®, AIF®

Financial Advisor

Lisa Mumper

Financial Advisor

Lucas H. Marty, CFP®, AIF®

Financial Advisor

Lucas A. Wendt, E.A.

Tax Advisor

Lukas N. Kolasch, AIF®

Financial Advisor

Luke Kraft, CFP®, AIF®, CAIA

Senior Partner, Financial Advisor

Matthew M. Smith, CFS®, AIF®

Senior Partner, Financial Advisor

Shane M. Roth, AIF®

Financial Advisor

Suzanne Soriano

Director of Business Development

Tom A. Brien, AIF®

Financial Advisor