Meet Your
Wealth and Wellness Teams
We’re determined to make a difference so you can make the most of your retirement.
Wealth Management
Meet the world-class professionals who are passionate about helping you find the retirement confidence and joy you deserve.
Wealth Management Team
Special Operations Team
Tax & Estate Planning
Meet the experienced professionals from Prather Intelligent Tax Solutions, LLC who will help you create an efficient tax strategy.
Tax Team


George Humerick
AFSP

Dana Weaver
EA, AFSP

Vicki Weaver
Director of Client Services
Estate Planning Team

Wellness
Meet the dedicated professionals who will help you meet all of your health and wellness goals.
Click the logos below to schedule your visit!
Wellness Team