Skip to main content

Our Team

Over our combined 60 years in the industry, our team of highly credentialed professionals has helped hundreds of business owners and families turn wisdom into action and gain true financial security.

Ryan E Yoder CLU®, ChFC®, CLTC®

Wealth Management Advisor

Brian D. Campbell CLU®, CLTC®, ChFC®

Wealth Management Advisor

Jesse Jorgensen CFP®, CLF®, ChFC®

Director of Financial Planning

Alison K Prim CLU®

Director of Insurance Operations and Services

Amber D Miller

Marketing and Client Relations Manager

Jake Andrew Adis

Associate Wealth Management Advisor

Avery L. Howell

Financial Planning Analyst

Cleo Z Young

Client Service Coordinator