Take the next step on your retirement journey.
Retire with Confidence.
Jeffrey Von Kienast
Founder/Chief Strategy Officer
John Hickman
Income and Tax Strategist
Dakota Gordon
Financial Professional
Nate Hines
Chief Wealth Strategist
Dawn Stephan
Executive Assistant
Jonathan Pinyot
VP of Sales
Mark Troyer
Advanced Planning Advisor
Cindy Overmyer
Office Manager
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