Aaron C Moore
Wealth Management Advisor|CFP®, CLU®, ChFC®, CASL®, RICP®
Get to know my dedicated team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Aaron C Moore
CFP®, CLU®, ChFC®, CASL®, RICP®
Wealth Management Advisor
Aaron approaches financial planning with a servant’s heart. Driven to serve and enrich the lives of others, he and his team are passionate about helping families and businesses achieve their most meaningful goals. After taking the time to understand your goals, Aaron works with you to strategically create a customized financial plan to implement your vision, modifying it as your priorities change.
Jase Oakley
RICP®, WMCP®, CFP®
Associate Wealth Management Advisor
As an Associate Financial Advisor, Jase's main focus is to create customized financial plans to fit each client's individual circumstances. He also assists in portfolio and account management.
Bayden Lee
WMCP®
As an Associate Financial Representative, Bayden specializes in client service and supporting the financial advisors. He ensures the continuation of an efficient, effective, and organized office while acting as a liaison between the home office, financial advisor, and clients.
Strategic Partners
Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.
Matthew Louis Henry
CLU®
Partner and Private Wealth Advisor
Legacies are rooted in financial security. Achieving it requires good decisions, grit, and oftentimes sacrifice. We help families in the agricultural business to grow, preserve, and transition land and wealth to future generations. Together, we’ll cultivate a holistic, needs-based financial plan that aligns goals with actions for today and tomorrow. **Needs Title**
Alex M. Reinhard
CFP®, RICP®
Partner and Private Wealth Advisor
Our passion is to help others maximize their God-given resources to create a bigger impact and fulfill their purpose. We help individuals, families, and businesses throughout their financial lives to protect, build, and gift wealth. Together, we’ll co-create a customized plan that improves lives by clarifying values and aligning actions.
Kevin J. Bontrager
CLU®, ChFC®, AEP®, WMCP®, CAP®
Estate & Business Planning Specialist
Growing up in a family-owned construction business, I learned the value of hard work and excellence. Accordingly, our team builds relationships based upon integrity, and a commitment to listening. A well-crafted financial plan begins with a blueprint and a solid foundation. I specialize in working with business owners and pre-retirees with a focus on succession planning and executive benefits.
Rob M. Hayworth
CFP®, CLU®, ChFC®, AEP®, RICP®
Estate & Business Planning Specialist
Rob Hayworth started his relationship with Northwestern Mutual as a college intern while completing his degree in Business Administration and Finance at Taylor University in 1999. He specializes in working with business owners, retirees and executives. He is a founding partner of Summit Financial Group along with Kevin Bontrager and Randy Lehman.
W. Brian Drake
CRPS®, QPFC
Partner and Retirement Plan Specialist
Our Retirement Plan Specialist provides expertise in plan design to develop retirement plan solutions for business owners and their employees.
Mick Grunert
Employee Benefit Specialist
Our Employee Benefit Specialist prepares a comprehensive analysis of a client’s employee benefits program, and then designs a program to meet the unique needs of that company.
Janice M Hildabridle
Employee Benefit Specialist
Our Employee Benefit Specialist prepares a comprehensive analysis of a client’s employee benefits program, and then designs a program to meet the unique needs of that company.