Hometown service from your hometown team

We are more than experienced financial advisors who have access to powerful resources and are backed by the strength of a solid multinational firm. We are also your neighbors.

Over the years, we’ve helped many individuals, families, business owners and professionals with financial guidance personalized to their own specific needs. From financial planning to wealth management, we’re ready with the guidance and resources necessary to help you, too.


Pam McComas, CFP®
Managing Director
Branch Manager
Daniel J. Kaschmitter
Managing Director
Financial Advisor
Pamela A. Fisher
Senior Vice President, Investments
Financial Advisor
William Gelegotis
Senior Vice President, Investments
David Halsch
Senior Vice President, Investments
Kamron Jensen
Financial Advisor
Mark Lazar, CFP®, MBA
Senior Vice President, Investments
Tim Ludlum
Financial Advisor
Mark McKinnon
Senior Vice President, Fixed Income Capital Markets
Rees Petersen, CFA®, MBA
Senior Vice President, Investments
W. Trent Ridd
Senior Vice President, Investments
Lisa R. Schneider, AAMS®, AIF®
Financial Advisor
Investment Management Consultant
Josh Stout
Financial Advisor
Kevin Townsend, CPFA, CFP®, CRPC
Managing Director
Financial Advisor
Steven G. Williams, CPFA, CRPC, CFP®
Managing Director
Financial Advisor
Steven R. Williams
Senior Vice-President, Investments
Financial Advisor
John Bergerson, CFA®, MBA
Investment Portfolio Associate
Chad Caywood
Investment Porfolio Associate
Steven Pagoaga
Senior Investment/Portfolio Analyst
Alexander Kaschmitter, CFP®
Senior Investment/Porfolio Analyst
Tyson Phillips
Vice President/Investments
Senior Portfolio Manager
Beth Winter
Client Sales Associate
Anne Beck
Senior Client Service Associate
Barbara Hillman
Senior Client Service Associate
Elisha Rhoades
Client Service Associate
Bryce Schulzke
Branch Operations Manager
Kim Smith
Practice Business Manager
Angie Wojtala
Branch Operations Specialist
Jennifer Zuspan
Senior Client Associate
Roberta Weaver
Senior Client Associate
Kendall Jackson
Client Service Associate
Jon Metcalfe
Senior Registered Service Associate
Matt Brunner
Financial Advisor
Nicola Palomo
Registered Client Service Associate
Lizzie Simmons
Branch Operations Specialist
Kaija Moon
Client Service Associate

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.