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OUR TEAM

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 helping 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®

Private Wealth Advisor and CEO

Bob Skaggs CLU®, ChFC®, CFP®

Private Wealth Advisor and Partner

Matt T. Longan

Private Wealth Advisor

Laith Tyler Smith ChFC®, CLU®, CFP®

Private Wealth Advisor

Luke A. Werth CFP®, CAP®

Private Wealth Advisor

Tripp Owen

Financial Planning Analyst

Lane Fanning

Associate Wealth Management Advisor

Corey Shock RICP®

Associate Private Wealth Advisor

Kristin Nylander

Chief Operations Officer

Brandon Bright MBA

Investment Operations Manager

Tiffany Fentress

Director of Client Relations

Laura Wilkie

Client Service Manager

Barbara Ingargiola

Executive Assistant

“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