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Your Guides for a Fulfilling Financial Journey

Our team members’ roles are multifaceted: we are educators, encouragers, guides, accountability partners, and lifetime learners. We are skilled, educated professionals with an enduring commitment to help families and businesses feel financially secure today and for decades to come.

We strive to have fun in our work and build lasting relationships with all of our clients and their families. As we get to know one another, our hope is for you to find balance in all aspects of your life — with your family, spiritual well-being, physical health, social life, finances, and everything else that makes your life uniquely yours.

Joe B Kreger MBA, CFP®

Partner and CEO

Matt T. Longan

Partner and Financial Advisor

Bob Skaggs CLU®, ChFC®, CFP®

Partner and Wealth Management Advisor

Luke A. Werth CFP®, CAP®


Tripp Owen

Financial Planning Analyst

Kristin Nylander

Director of Operations

Tiffany Fentress

Director of Client Relations

Barbara Ingargiola

Executive Assistant

Lane Fanning

Financial Planning Analyst

Brandon Bright MBA

Financial Planning Analyst

Grace Hall

Financial Planning Analyst

“We all need a solid belief system, a moral compass, to guide us when temptations crop up or peer pressure goes against what we know in our hearts is right.”

― James P. Owen, Cowboy Ethics: What It Takes to Win at Life