Meet the Team
With our team's experience, training and knowledge of financial products and services, our clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals.
Our Team
Kyle Flodder, CFP®, CLU®, ChFC®, AEP®, CEP™
Managing Director Client Strategies
Brett Flodder, CFA®
Managing Director Investment Strategies
Rebecca Hollas
Senior Investment Operations Analyst
Daniel Stoakes, CFP®, CLU®, ChFC®, CEP™
Senior Manager Client Strategies
Becky Norman, CFA®
Investment Operations Manager
Angelee Trom
Sr. Marketing and Operations Coordinator
Wyndolyn Tongee
Administrative Coordinator
Emily Barfield
Administrative Coordinator