Who We Are / Our Team

Our
Team

  • Bill Unrein

    Bill Unrein — AIF®

    Financial Planner – Partner

    About Bill
  • Mark Wallace

    Mark Wallace — CFP® AIF® CRPC®

    Financial Planner – Partner

    About Mark
  • Deka Wiebusch

    Deka Wiebusch — CFP® AIF® CRPC®

    Financial Planner – Partner

    About Deka
  • Mark Logan

    Mark Logan — CFP®

    Financial Planner – Partner

    About Mark
  • Thomas Liddell

    Thomas Liddell

    Financial Planner

    About Thomas
  • Sarah Arnold

    Sarah Arnold — CRPC®

    Financial Associate

    About Sarah
  • Rhonda Young

    Rhonda Young — FPQP®

    Operations Manager

    About Rhonda
  • Briana Bromet

    Briana Bromet

    Client Service Associate

    About Briana
  • Dacey Durbin

    Dacey Durbin

    Client Service Associate

    About Dacey

Get a hold of us.

If you have any questions or need assistance with any of your investment or financial accounts, feel free to contact any of our team members. We would be happy to assist you with your needs.