Who We Are

Our people come from diverse backgrounds. However, they all share a dedication to serving you. We want you to reach your financial goals, and we are here to make the journey enjoyable and fulfilling.

Mark V. Pettinga, JD, CFP®, Chief Executive Officer, Financial Advisor

Matthew E. Volkman, CPA, PFS, CFP®, Financial Advisor

Brian J. Goebel, CPA, PFS, CFP®, Chief Investment Officer, Financial Advisor

Tonya F. Borders, CPA, Chief Financial Officer, Chief Compliance Officer, Chief Operating Officer, Financial Advisor

Joseph M. Danks, Director of Operations, Financial Advisor

Amy F. Sherretz, Portfolio Performance Monitor

Diane R. Fischer, Executive Assistant, Scheduler