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Our Team

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Dirk  Dixon

Dirk Dixon, CPFA®, AIF®, EA

Certified Plan Fiduciary Advisor®, Accredited Investment Fiduciary®, Enrolled Agent

Dan Kinney

Dan Kinney, AIF®

Independent Retirement Consultant

Kyle  Lippold

Kyle Lippold, CPFA®

Financial Planning Consultant

Noah  Brooks

Noah Brooks, CMT CIPM

Director of Investments

Chris  Needs

Chris Needs

Senior Research Analyst

Zach Inkelbarger

Zach Inkelbarger

Advisor Service Coordinator

Dan  Rome

Dan Rome

Compliance Consultant & Legal Counsel

Chris Maier

Chris Maier

Director of Marketing

Britt Faye

Britt Faye

Senior Marketing Strategist

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