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