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
Founder, Financial Advisor
Kenneth R. Wilhelm
Financial Advisor
Chris Jordan
Financial Advisor, Business Manager
Dan Garner
Financial Advisor
Amy Hescht
Senior Client Service Specialist, Information Technology Manager
Cindy Henry
Client Service Specialist
Emilee Dillemuth
Client Service Specialist
Dave Cranston
File Retention Specialist, Digital Media Coordinator
Tyson Sebree
Client Data Manager
Cait Bradley
Cait Bradley
Marketing/ Special Projects Coordinator
candice nagy
Candice Nagy
Client Service Specialist