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Chief Executive Officer
Brandon Dirkschneider
CFP®, CAP®, FSC, CLTC
Director of Business Development
Adam Bailey
Director of Business Operations
Chase Weaver
CFA®, CFP®, RSSA®
Financial Advisor
Cindy Bojanski
CFP®, RICP®
Jared Knobbe
CFP®
Design Strategist
Mike Demers
Insurance Division Manager
Kris Mrsny
Executive Assistant
Tara James
Service Specialist
Ben Schow
Ryan Hawley
VP of Advanced Markets
Michael Amoia
JD, LLM (TAX), CLU®, ChFC®
VP of Underwriting
Eric Johnson
Chief Investment Officer
Michael McClary
MBA
Senior VP of Insurance
Chris Bottaro
VP of Insurance Marketing
Keith Miller
MBA, CLU®, ChFC®
VP of In Force Insurance Solutions
Michael Michlitsch
MBA, CRPC®
Director of Life Settlements
James Dawson
CFP®, CLU®
Founder
