Our office wouldn’t run nearly as smoothly without the dedication and professionalism of these incredible women. Whether they’re answering your questions, keeping things organized, or ensuring everything runs like clockwork, they each play a vital role in serving you.
Autumn Maack – Retirement Plan Coordinator
Autumn is your go-to for all things retirement plans. Whether you have questions, need help processing loans or distributions, or want to schedule a plan meeting, she is here to make things simple and hassle-free.
Lori Taylor – Senior Client Service Specialist
Lori is the backbone of our office, making sure both our advisors and clients have the support they need. Her attention to detail and organizational skills keep the office functioning seamlessly.
Riley Ferguson – Client Service Specialist
As the newest member of our team, Riley is already making an impact! She’s here to provide top-notch support and ensure your experience with us is seamless.
Next time you stop by or call in, be sure to say hello! We’re lucky to have them—and so are you.