Our Team
Professional backgrounds.
Personal backstories.
Get to know our team as we get to know you.
Strategic Partners
| Name | Title | Link |
|---|---|---|
| Tucker Hargrove | Estate Planning | Read More... |
| Christopher Winans | Tax Planning | Read More... |
| Pete Tychsen | President & Founder of Preservation Financial Group | Read More... |
| Joe MacMunn | Financial Advisor | Read More... |
| Teresa Kuhn, JD, RFC, CSA | president & ceo - living wealthy financial group | Read More... |
| Kip Hertzenberg | Hertzenberg Financial LLC President | Read More... |
| Paul Nick | CEO - South Texas Financial Group | Read More... |
| Zack Seidman | CEO Phase Line Financial | Read More... |