Our Team

Josh Strittmatter, CFP®, CRC®
CHIEF EXECUTIVE OFFICER /
CHIEF INVESTMENT OFFICER

Kelly Buchfink, CFP®
BRANCH MANAGER / PERSONAL WEALTH MANAGER

Kory Morawietz, CFP®
PERSONAL WEALTH MANAGER / PARAPLANNER

Andrew Schmuhl
PARAPLANNER

Cooper Segars
Paraplanner

Scott Strittmatter, CPA
Business Tax & Planning Specialist

Mark Strittmatter
Business Planning Specialist

Kelly Dickerson
Risk Management Specialist

Jennifer Widincamp
CONTROLLER

Jill Lee
OPERATIONS MANAGER

Brooke Chambers
Operations & New Business Development Specialist

Tamara Fluegel
HR MANAGER/ SCHEDULING

Tiffany Quasnitschka
MARKETING MANAGER

Jacklee Woods
DIRECTOR OF FIRST IMPRESSIONS

Stephanie Cole
Events Coordinator