Even if you already have a clear vision of your goals and generally know how to achieve them, our job is to help you piece it all together.

As a single, comprehensive advisory firm, we coordinate all aspects of your wealth management….And that’s how we help you achieve success!

• Asset Management can be more productive when your advisor understands your entire financial picture.
• Efficiencies, such as lower fees and expenses, can be achieved with economies of scale from our process.
• Taxes can be minimized through greater collaboration with your tax professional.
• And, generational wealth transfer can be enhanced with superior estate planning.

Meet Our Team

1. 

   Gary W. Decker

   President, Chief Executive Officer

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2. 

   Matthew G. Catlin

   Executive Vice President, Chief Investment Officer

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3. 

   Cynthia A. Kolbeck

   Vice-President, Director of Operations

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4. 

   Bruce R. Van Bebber

   Senior Vice-President

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5. 

   Austin D. Sander

   Senior Vice-President

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6. 

   Tyler Peachey

   Wealth Advisor

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7. 

   Dominick J. Decker

   General Counsel and Wealth Advisor

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8. 

   Sydney Marker

   Client Relationship Manager

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9. 

   Kirsten Scheu

   Client Service Specialist

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