My 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.

Photo of Jennifer Ischer

Jennifer Ischer

Network of Specialists

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.

Photo of Founder and CEO John E Dill

John E Dill

CFP®, CPWA®, ChFC®, CAP®, RICP®

Founder and CEO

Photo of Founder and CEO Joshua T Waite

Joshua T Waite

CFP®, CLU®, ChFC®, CAP®, RICP®

Founder and CEO

Photo of Wealth Management Advisor Donald G Armstrong

Donald G Armstrong

CFP®, CLU®, WMCP®, AEP®, RICP®

Wealth Management Advisor

Photo of Co-Founder and Wealth Management Advisor Bradley Allen Behrens

Bradley Allen Behrens

CFP®, QPFC, NQPC™

Co-Founder and Wealth Management Advisor

My mission is to help my friends, family, and community reach financial security. In my experience, people who have reached financial security are happier, less stressed, they have more freedom, more fulfilling lives, and better relationships with those around them. My goal is to help you determine what financial security means to you and put together an action plan to help you reach your goals.

Photo of Managing Director Kurt Dorner

Kurt Dorner

Managing Director

Photo of Managing Partner Brian W McClure

Brian W McClure

Managing Partner