Kenneth Osiwala, AIF®
President and CEO
Pete Wargo, AIF®
Financial Advisor
Liz Hillebrand
Operations Manager
Michelle Whitney
Client Service Associate
Kyle Akers, CFP® AIF®
Financial Advisor
Kade Messner, AIF®
Associate Advisor
Jennifer Kucemba
Director of First Impressions
Karen Sievert
Chief Operations Officer
Danielle Osiwala
Client Service Associate
Brandt Messner
Financial Assistant
Strategic Partners
Brandon Wagner, Esq.
Elder Law, Estate Planning
Rick Dyer
Insurance Professional
Bob Sweitzer
Certified Public Accountant
Beverly Messina
Medicare Specialist