MEET OUR TEAM

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KIRK QUASCHNICK

KIRK QUASCHNICK

CLU®, CHFC®, ARPC

CEO / FINANCIAL ADVISOR
JASON J. TOBIAS

JASON J. TOBIAS


DIRECTOR OF FINANCIAL SERVICES
KEITH LYNCH

KEITH LYNCH

CRPC®

MANAGER OF INVESTMENT SERVICES
JENNIFER FAVORS

JENNIFER FAVORS


DIRECTOR OF INSURANCE SERVICES
SONJA QUASCHNICK

SONJA QUASCHNICK

CPA

TAX STRATEGIES COORDINATOR
ALEXANDRA GALE

ALEXANDRA GALE


DIRECTOR OF CLIENT SERVICES
THERESA BAKER

THERESA BAKER


DATA SERVICES COORDINATOR
MIKE EMERY

MIKE EMERY


FINANCIAL SERVICES PROFESSIONAL
JAN RAGLAND

JAN RAGLAND

LUTCF®, CLTC®

FINANCIAL SERVICES PROFESSIONAL
CAMERON REEVES

CAMERON REEVES

CLU®, RCIP®, LUTCF®

FINANCIAL ADVISOR
MARK WIGGINS

MARK WIGGINS


FINANCIAL ADVISOR