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
