We are a team of well-trained wealth advisors and associates committed to giving our best to clients every day. We believe in taking ownership of our decisions and transactions, and maintaining accountability within our office as we work together on your behalf.
Ben Loeffler
CPWA®, CPFA®, CRPC
President
Vince Hourigan
Wealth Management Investment Analyst
Sierra Merrick
Senior Wealth Management Client Associate, CCO
Ashlie Bostick
Wealth Management Client Associate
David ‘DJ’ Berg
Wealth Management Relationship Manager
Natalie Thomas
Wealth Management Client Associate
Katie Loeffler
Administrative Assistant