Our Team

We work together and closely with you to draft a thoughtful and strategic plan

We are a dedicated group of financial experts following a single mission: to help you achieve your financial retirement goals. Our team members, like you, have their own diverse experiences and are at different stages of their lives. Their experiences, both professional and personal, equip them to help you using our unique architectural approach. 

Tom Presper
Tom Presper, CLU, ChFC, CFP®
Founder, Financial Advisor
Ken Wilhelm
Kenneth R. Wilhelm
Financial Advisor
Chris Jordan
Chris Jordan, RP®
Financial Advisor, Business Manager
Dan Garner
Dan Garner
Financial Advisor
Amy Hescht
Amy Hescht
Senior Client Service Specialist, Information Technology Manager
Cindy Henry
Cindy Henry
Client Service Specialist
Tricia Rothkopf
Tricia Rothkopf
Client Service Specialist
Emilee Dillemuth
Emilee Dillemuth
Client Service Specialist
Dave Cranston
Dave Cranston
File Retention Specialist, Digital Media Coordinator
Tyson Sebree
Tyson Sebree
Project Specialist