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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

“For one thing, it raises the question of what success really means. We live in a culture shaped by an unspoken, yet very powerful, assumption that success means money and all the things it can buy. So many of us unquestioningly devote most of our energies to striving for material success. It’s easy to get caught up in the cycle of constantly pursuing the bigger job, the nicer house, the more luxurious car. But once you embrace the idea of living by a code, it becomes clear that individual character ~ not your job title, your lifestyle, or your bank account ~ is the true measure of who you are.”

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