Richard A. Hewitt, CFP®, President
Jerry M. Ledzinski, II, Managing Director, Business Operations
Joseph P. Clark, CFP® Senior Wealth Manager
Marc A. Wehmeyer, CFP® Senior Wealth Manager
Evan R. Davies, CFP® Wealth Manager
Drew W. Nelson, CFP® Associate Financial Planner
Board of Advisors: Our Advisory Board provides us with unfiltered feedback and suggestions regarding new services that may be of value to our clients. We value their input and appreciate their willingness to share how we may improve our client experience in any way.