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, CPFA®, AIF®, EA
Certified Plan Fiduciary Advisor®, Accredited Investment Fiduciary®, Enrolled Agent
Dan Kinney, AIF®
Independent Retirement Consultant
Kyle Lippold, CPFA®
Financial Planning Consultant
Noah Brooks, CMT CIPM
Director of Investments
Chris Needs
Senior Research Analyst
Zach Inkelbarger
Advisor Service Coordinator
Dan Rome
Compliance Consultant & Legal Counsel
Chris Maier
Director of Marketing
Britt Faye
Senior Marketing Strategist