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Michael Glenn, CFP®Financial Planner
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Deanna Harless, CFP®Financial Planner
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Tom Licwinko, CFP®, CIMA®Financial Planner
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Tizzi Blackburn, CPATax, Partner
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Ben Hake, CPATax, Partner
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Keli Wike, CPATax
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Lea Bailes, JDLegal, Partner
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Christina Knopke, JDLegal, Partner
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Renee Rohe, JD, LLMLegal
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Annie HoganOperations
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Nyisha JonesOperations
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Renee VogelOperations, Partner
Services Offered
- Comprehensive Wealth Management
- Investment Management
- Tax Preparation & Planning
- Trusts & Estate Planning
- Financial Planning
- Retirement Planning
- Insurance
- International Services
Meet Your Team

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Once we receive your inquiry, a team member will be in touch to set up your free, no obligation consultation within one business day.