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Our Team

Executives

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Chief Executive Officer

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Brandon Dirkschneider

CFP®, CAP®, FSC, CLTC

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Director of Business Development

Adam Bailey

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Director of Business Operations

Chase Weaver

CFA®, CFP®, RSSA®

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Wealth Advisors

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Financial Advisor

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Cindy Bojanski

CFP®, RICP®

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Financial Advisor

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Jared Knobbe

CFP®

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Design Strategist

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Mike Demers​

CFP®

Operations

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Insurance Division Manager

Kris Mrsny

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Executive Assistant

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Tara James

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Service Specialist

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Ben Schow

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Service Specialist

Ryan Hawley

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Valmark

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VP of Advanced Markets​

Michael Amoia

JD, LLM (TAX), CLU®, ChFC®

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VP of Underwriting

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Eric Johnson

 

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Chief Investment Officer​​

Michael McClary

 MBA

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Senior VP of Insurance

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Chris Bottaro

 MBA

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VP of Insurance Marketing​

Keith Miller

MBA, CLU®, ChFC®

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VP of In Force Insurance Solutions

Michael Michlitsch

MBA, CRPC®

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Director of Life Settlements​

James Dawson

CFP®, CLU®

Advisor Emeritus

Bob Mundy

Bob Mundy
J.D., CLU, CHFC, CAP®

Founder

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Randy Johnson
 

Founder

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