Joseph Eschleman, CIMA®
President
Jonathan W. LaTurner
Partner, Wealth Advisor
Nathan P. Billigmeier
Director of Research and Analytics
Steve Pitchford, CPA, CFP®
Director Of Tax & Financial Planning
Megan M. Miller, EA
Associate Wealth Advisor
Lori A. Heppner
Director of Operations
Michelle Venezia
Client Service Specialist
Luis Barrera
Marketing Specialist
Isabelle Orozco
Office Coordinator
