Brent Shimman
Founder, Financial Advisor
The people behind your plan.
Frank Dobnikar
Founder, Financial Advisor
Jason Repp
Lead Financial Advisor
James Bunke
Lead Financial Advisor
Zachery Briggs
Financial Advisor
Brittany DeWeese
Associate Financial Advisor, Client Service Director
Jaiden Karrick
Associate Financial Advisor
JT Daniel
Chief Financial Officer
Alyssa Shimman
Chief Operations Officer
Jennifer Ottney
Client Service Lead
Melissa Benedict
Client Experience Coordinator
Elizabeth Dobnikar
Client Experience Coordinator
Katie Rower-Osborn
Client Service Director
Stephanie Cantu
Client Service Lead
Cheyenne Boyd
Client Service Associate
Collin Berryman
Client Service Associate
Brendan Witt
Client Service Associate
Nick Raich
Contracted Investment Analyst
